Kelleen Kiely

Kelleen Kiely, CFA, is a Portfolio Manager and Equity Analyst at Douglas C. Lane & Associates in New York, NY. In this role, she is responsible for overseeing client portfolios, conducting fundamental equity research, and contributing to the firm’s investment strategies. Her asset class focus is primarily on publicly traded equities, and she is noted for her analytical expertise across multiple industry sectors within the large-cap US equity universe.

Prior to joining Douglas C. Lane & Associates in 2021, Kelleen served as a Principal and Senior Research Analyst at Pzena Investment Management for over a decade, where she specialized in value investing, covering diverse sectors and deep fundamental research. Earlier in her career, she worked in marketing coordination, supporting client communications and business development. She also has experience serving as a Board Member with United Community Centers, reflecting a commitment to community engagement.

Kelleen earned her Bachelor of Arts in Anthropology and Linguistics from Brown University, graduating with honors in 2003. As a CFA charterholder, she brings rigorous analytical capabilities and a disciplined investment approach to her portfolio management. Her significant achievements include a strong track record in equity analysis and portfolio construction, with a particular emphasis on long-term value creation for clients in high-net-worth and institutional segments..