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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| DePrince, Race & Zollo, Inc. | Managing Partner | Unknown 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)
| Name | Role | Location |
|---|---|---|
B Brendan Long | Small and Micro Cap Senior Research Analyst | Orlando, FL , United States |
D Damien Amato | Senior Research Analyst - US Small Cap | Orlando, FL , United States |
| Co-Portfolio Manager | Equity Research Analyst | Partner | Orlando, FL , United States | |
F Falko Huettenberger | Senior Equity Research Analyst | Winter Park, FL , United States |
G Greg Ramsby | Partner | Orlando, FL , United States |
J Jamin Lundy | Senior Equity Research Analyst | United States |
J Joe Turman | Senior Research Analyst | Winter Park, FL , United States |
| Partner | Winter Park, FL , United States | |
M Marc Miller | Partner, Portfolio Manager Emerging Markets | Winter Park, FL , United States |
| Portfolio Manager | Winter Park, FL , United States |