Our Team: Kelly Guerrier, CFA

Kelly Guerrier, CFA

Senior Risk Analyst|Assistant Portfolio Manager

Industry Experience: 20 years

Education: BSBA, University of Pittsburgh; MBA, Washington University in St. Louis

Kelly is a senior risk analyst, responsible for verifying and monitoring the key risk attributes of the firm's investment strategies. He also serves as a structured product analyst and assistant portfolio manager for custom short duration strategies. He joined the firm in 2010 following his role as an analyst with PNC's distressed consumer-mortgage portfolios. His prior industry experience includes roles as a portfolio assistant at Brown Brothers Harriman and a research analyst at Interactive Data Corp. Kelly graduated with a Bachelor of Science in business administration from The University of Pittsburgh and a Master of Business Administration from Washington University in St. Louis. Kelly also holds the Chartered Financial Analyst® (CFA) designation.

Back to top