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Chelsea Kelly

Chelsea Kelly

Vice President, Client Portfolio Manager at Wedge Capital Management L L P/nc

Charlotte, NC , United States

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

OrganizationRoleDate RangeDetails
WEDGE Capital Management® L.L.P.Vice President, Client Portfolio ManagerOct 2019 to Present
Millennium Advisors, LLCVice President, Business DevelopmentDec 2018 to Sep 2019
Fred Alger Management, Inc.Vice President, Institutional Sales and ServiceDec 2016 to Nov 2018
Fred Alger Management, Inc.Assistant Vice President, Institutional Sales and ServiceOct 2014 to Dec 2016
Fred Alger Management, Inc.Regional Marketing AssociateMar 2014 to Oct 2014
Lord AbbettInternal WholesalerJun 2011 to Oct 2013
Chicago/Northern Illinois and Northern Texas Banks & Independent Channels
Merrill LynchGlobal Wealth and Investment Advisory InternJun 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)

NameRoleLocation
A
Andrei Bolshakov
General PartnerCharlotte, NC , United States
A
Andrew Rosenberg
General PartnerCharlotte, NC , United States
Caldwell Calame
Caldwell Calame
General PartnerCharlotte, NC , United States
Darrin Witt
Darrin Witt
General PartnerCharlotte, NC , United States
Jason Boles
Jason Boles
Equity AnalystCharlotte, NC , United States
L
Leah Long
Executive Vice PresidentCharlotte, NC , United States
L
Li Zhang
General PartnerMatthews, NC , United States
M
Mike Ritzer
General PartnerCharlotte, NC , United States
R
Rich Hodde
partnerCharlotte, NC , United States
Wesley Stoltz
Wesley Stoltz
General Partner, Director of Fixed IncomeBelmont, NC , United States
Showing 1-10 of 17 team members