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Kelly Carbone

Managing Partner at Deprince Race & Zollo Inc.

Orlando, FL , United States

About

Kelly Carbone serves as Managing Partner and Director of Marketing at DePrince, Race & Zollo, Inc. in Orlando, Florida, where she oversees client service and marketing for all investment disciplines at the firm. Her leadership role involves shaping strategic initiatives across the organization and participating on the firm's Management Committee, with a focus on institutional client relationships in the asset management industry.

Ms. Carbone has been with DePrince, Race & Zollo since 1995, bringing over three decades of investment management experience to her role. Prior to joining DRZ, she was responsible for portfolio management and client service at SunBank Capital Management, further deepening her expertise in asset allocation and investment strategy.

Her educational credentials include a Bachelor of Science in Finance from the University of Florida and a Master of Business Administration from the University of Central Florida. Throughout her career, she has focused on marketing and client development within institutional equity value strategies, although direct involvement in particular asset classes or sector coverage is not explicitly specified in public records. She is recognized for her significant contributions to the marketing and growth of DRZ’s value-oriented investment strategies for institutional clients.

Career History

OrganizationRoleDate RangeDetails
DePrince, Race & Zollo, Inc.Managing PartnerUnknown to Present

Education

University of Central Florida

Master of Business Administration - MBA, Finance, General

University of Florida

Bachelor of Science - BS, Finance

Others at Deprince Race & Zollo Inc. (13)

NameRoleLocation
B
Brendan Long
Small and Micro Cap Senior Research AnalystOrlando, FL , United States
D
Damien Amato
Senior Research Analyst - US Small CapOrlando, FL , United States
Darren Weems
Darren Weems
Co-Portfolio Manager | Equity Research Analyst | PartnerOrlando, FL , United States
F
Falko Huettenberger
Senior Equity Research AnalystWinter Park, FL , United States
G
Greg Ramsby
PartnerOrlando, FL , United States
J
Jamin Lundy
Senior Equity Research AnalystUnited States
J
Joe Turman
Senior Research AnalystWinter Park, FL , United States
Kurt Wood
Kurt Wood
PartnerWinter Park, FL , United States
M
Marc Miller
Partner, Portfolio Manager Emerging MarketsWinter Park, FL , United States
Randy Renfrow
Randy Renfrow
Portfolio ManagerWinter Park, FL , United States
Showing 1-10 of 13 team members