Derek Kellman

Derek Kellman, CFA, is an Investment Officer at Angeles Investments based in the Los Angeles area, where he partners with institutional clients to deliver customized investment solutions and portfolio oversight. In his role, he is responsible for asset allocation studies, manager selection, and ongoing portfolio monitoring across multi-asset class mandates with a focus on risk management and alignment with client objectives. His expertise encompasses a broad range of asset classes including public equities, fixed income, private equity, credit, and alternatives, with a particular emphasis on portfolio construction and due diligence on third-party investment managers.

Prior to his current role, Derek advanced through several positions within Angeles Investments, originally joining as an Investment Associate before being promoted to Investment Officer. He previously served as an Associate Portfolio Manager at City National Rochdale, where he gained hands-on experience in portfolio management and client-facing investment advisory for high-net-worth and institutional clients. Over his career, he has been recognized for his analytical rigor and commitment to delivering tailored investment strategies in complex mandates spanning traditional and alternative investments.

Derek holds an MBA from Cornell University's Johnson Graduate School of Management and a B.A. in Business/Managerial Economics from the University of California, Santa Barbara, as well as additional studies at Moorpark College. He is a CFA charterholder, reflecting his professional expertise and dedication to the highest standards of investment analysis and fiduciary practice.