Michael Kelter

Michael Kelter is a Partner and Portfolio Manager at First Manhattan Co. LLC. Based in New York, he works as part of the Varon Group, focusing on long-term, value-oriented investing for individual and institutional clients. At First Manhattan since 2014, he is known for his disciplined, risk-averse approach and rigorous due diligence in portfolio management across public equities and multi-asset strategies, tailored to client wealth preservation and growth.

Kelter primarily covers public equities and multi-asset portfolios, with a deep focus on value investments and tax-efficient strategies. He has significant expertise in sectors including consumer goods—leveraging his prior industry experience—and has contributed to developing customized wealth planning and multi-generational investment strategies for clients at the firm.

He previously served as Vice President in Global Investment Research at Goldman Sachs, where he provided market analysis and sector coverage from 2008 to 2014, following earlier roles in brand management and marketing in the consumer products industry. Kelter holds an MBA from NYU Stern School of Business and graduated summa cum laude with a BSBA in Finance and Economics from the University of Richmond, underpinning his reputation for excellence and thought leadership in equity and wealth management circles.