Chelsea Kelly
Vice President, Client Portfolio Manager at Wedge Capital Management L L P/nc
About
Chelsea Charette Kelly is Senior Vice President at WEDGE Capital Management L.L.P., based in Charlotte, NC, where she is responsible for client portfolio management and client service for institutional investors. She is a member of the firm's Investment Policy Committee and has over 14 years of experience in the investment industry.
Her areas of expertise include managing diversified portfolios in both equity and fixed income asset classes, with specific focus on investment-grade bonds, small-mid-large cap value equities, and systematic model-driven strategies within sector-defined mandates. She oversees core, intermediate, and liability-driven fixed income strategies as well as model-based equity portfolios focused on U.S. stocks spanning the large cap, mid cap, and small cap segments.
Prior to joining WEDGE in 2019, Chelsea served as Vice President at Millennium Advisors, managing buy side trading relationships, and held client relationship management roles at Fred Alger Management. She holds a Bachelor of Arts in Economics from Union College and has distinguished herself as an expert in client service and institutional portfolio management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| WEDGE Capital Management® L.L.P. | Vice President, Client Portfolio Manager | Oct 2019 to Present | — |
| Millennium Advisors, LLC | Vice President, Business Development | Dec 2018 to Sep 2019 | — |
| Fred Alger Management, Inc. | Vice President, Institutional Sales and Service | Dec 2016 to Nov 2018 | — |
| Fred Alger Management, Inc. | Assistant Vice President, Institutional Sales and Service | Oct 2014 to Dec 2016 | — |
| Fred Alger Management, Inc. | Regional Marketing Associate | Mar 2014 to Oct 2014 | — |
| Lord Abbett | Internal Wholesaler | Jun 2011 to Oct 2013 | Chicago/Northern Illinois and Northern Texas Banks & Independent Channels |
| Merrill Lynch | Global Wealth and Investment Advisory Intern | Jun 2010 to Jan 2011 | — |
Education
Union College
Bachelor of Arts (B.A.), Economics
2007 — 2011
Others at Wedge Capital Management L L P/nc (17)
| Name | Role | Location |
|---|---|---|
A Andrei Bolshakov | General Partner | Charlotte, NC , United States |
A Andrew Rosenberg | General Partner | Charlotte, NC , United States |
| General Partner | Charlotte, NC , United States | |
| General Partner | Charlotte, NC , United States | |
| Equity Analyst | Charlotte, NC , United States | |
L Leah Long | Executive Vice President | Charlotte, NC , United States |
L Li Zhang | General Partner | Matthews, NC , United States |
M Mike Ritzer | General Partner | Charlotte, NC , United States |
R Rich Hodde | partner | Charlotte, NC , United States |
| General Partner, Director of Fixed Income | Belmont, NC , United States |