Kelly Harris

Kelly Harris, CFA, is Vice President and Senior Equity Sales Trader at Penserra Capital Management LLC, based in Walnut Creek, CA. In this role, Harris oversees equity single-stock and program trading for Penserra’s global institutional trading clients, leveraging deep expertise in both developed and emerging market equities. His responsibilities include executing complex trades, optimizing order routing across various trading venues, and delivering value-added insights to clients through a hands-on approach rather than reliance on algorithmic trading.

Harris’s focus is on equities, supporting institutional transactions in both single-name stocks and baskets for program trades. He utilizes his experience to navigate exchange structures, dark pools, and liquidity aggregators, providing efficient execution and cost savings for clients. His knowledge spans global equities, particularly in North America and international developed markets, with an emphasis on institutional block and portfolio trading solutions.

Beginning his career in 2013 at Penserra’s research department, Harris quickly transitioned to the trading desk, establishing himself as a trusted advisor to major institutional investors. He holds a Bachelor’s degree in Accounting from Saint Mary’s College of California and is a CFA Charterholder, having passed each level of the CFA exam on his first attempt—a notable accomplishment given the program’s rigor. Harris’s comprehensive understanding of the investment process, combined with his background as a collegiate rugby player, fosters a disciplined, analytical, and adaptable approach to trading and client service.