William J. Kelly
Waban,MA
Summary
A senior financial services executive with over 40 years of experience in both operating and board oversight roles. Strategically focused and pragmatic, always with a client-centric lens.
Overview
42
42
years of professional experience
Work History
CEO
CAIA Association
01.2014 - Current
- Responsible for a global professional body consisting of 14,000 Members from over 100 different countries. The mission is to bring higher levels of professionalism, transparency and due diligence when allocating to alternative investments including all forms of private capital, real assets (including real estate, infrastructure and commodities), and hedge funds.
Independent Director
Artisan Partners Funds
01.2020 - Current
- Independent Trustee and in-coming Audit Committee Chair (effective Jan 2025) for mutual fund family consisting of $50 billion in shareholder assets, managed across three share classes within 21 separate funds.
Chairman of the Board (non-executive)
Boston Partners Trust Company
09.2011 - Current
- Lead independent director, board chair, and audit committee chair of this non-depository trust company chartered and regulated under the banking authority within the State of New Hampshire. The trust company oversees six separate collective investment trusts totaling $6 billion of client assets under management.
Advisory Board Member
Certified Investment Fund Director Institute
01.2016 - Current
- Oversight committee charged with bringing higher degrees of education and professionalism to independent directors responsible for the the risk oversight of Undertakings for Collective Investment in Transferable Securities (UCITS), within the European Union regulatory framework.
Other Independent Board Responsibilities
Various
06.2011 - 05.2016
- Responsibilities primarily consisted of Independent Director roles for Salient Partners, a wealth management advisor in Houston, TX, and a mutual fund trustee for the BofA Fund Series Trust; also designated as an Audit Committee Financial Expert (ACFE).
CEO
Robeco Investment Management
03.2005 - 01.2009
- Most senior US based executive responsible for the oversight of the US asset management company of The Robeco Group based in Rotterdam (Netherlands). The US subsidiary had approximately $20 billion of assets under management across three distinct institutional investment management organizations with independent investment cultures, complimented by shared non-investment resource and support. Each of the three subsidiaries were acquired by Robeco including Boston Partners Asset Management where I was a founding partner and also served in the successive roles of CFO and CEO from 1995.
Early Career
Various
08.1982 - 04.1995
- Upon graduation from college, joined the audit practice of Price Waterhouse (1982-1984) and earned CPA (inactive) designation.
- Joined Bear Stearns initially in the Internal Audit Department followed by a finance role in their mortgage capital subsidiary (1984-1988).
- Upon relocation to Boston, joined the institutional asset management subsidiary of The Boston Company as group controller and CFO prior to the formation of Boston Partners Asset Management in 1995 (1988-1995).
Education
BBA - Accounting
Iona College
New Rochelle, NY05.1982
Skills
- CPA (Inactive)
- CAIA (Chartered Alternative Investment Analyst)
- ACFE (Audit Committee Financial Expert)
Podcaster (Educational Alpha), writer, and frequent industry speaker on investment topics.
Curious and active participant within all developments, opportunities and risks impacting the global investment landscape.
Timeline
Independent Director
Artisan Partners Funds
01.2020 - Current
Advisory Board Member
Certified Investment Fund Director Institute
01.2016 - Current
CEO
CAIA Association
01.2014 - Current
Chairman of the Board (non-executive)
Boston Partners Trust Company
09.2011 - Current
Other Independent Board Responsibilities
Various
06.2011 - 05.2016
CEO
Robeco Investment Management
03.2005 - 01.2009
Early Career
Various
08.1982 - 04.1995
BBA - Accounting
Iona College
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