Andrew Kelsen
Chief Investment Officer at Moneta Group Investment Advisors LLC
Profile
Mr. Andrew K.
Kelsen is a Chief Investment Officer at Moneta Group Investment Advisors LLC.
Mr. Kelsen began his career in 1987 on Wall Street in retail brokerage, fixed income trading and commodities trading.
From there he went to Chicago and spent a number of years at the Chicago Mercantile Exchange and Chicago Board of Trade specializing in interest derivatives and fixed income options.
Later moving to Atlanta, he ran fixed income and equity trading and underwriting operations before moving into investment consulting.
Returning to Chicago, he served as both alternative investment research head and consultant, as well as a hedge fund portfolio manager at a family office.
Most recently Andrew was the Alternative Investment Portfolio Manager and Interim Chief Investment Officer.
He majored in Economics and Military History at Norwich University and Keene State College.
He also completed post graduate work at the University of Georgia Warnell School of Forestry.
Andrew Kelsen active positions
| Companies | Position | Start |
|---|---|---|
Moneta Group Investment Advisors LLC
 Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Chief Investment Officer | 29/02/2024 |
Former positions of Andrew Kelsen
| Companies | Position | End |
|---|---|---|
Public School Teachers Retirement Fund of Chicago
 Public School Teachers Retirement Fund of Chicago Investment ManagersFinance Founded by the Illinois state legislature in 1895, the Public School Teachers Retirement Fund of Chicago is a pension fund located in Chicago. They are also known as the Chicago Teachers Pension Fund. | Portfolio Manager-Equities | 30/09/2021 |
Torshen Capital Management LLC
 Torshen Capital Management LLC Investment ManagersFinance Torshen Capital Management LLC (Torshen Capital) is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Kay P. Torshen in 1998. Torshen Capital provides investment management services to family offices, high net worth individuals and their families, foundations, endowments, institutional investors and other investors, through separately managed accounts. | Analyst-Equity | 29/11/2013 |
| Shearson Lehman Hutton, Inc. | Corporate Officer/Principal | - |
Hampton Advisors LLC
 Hampton Advisors LLC Miscellaneous Commercial ServicesCommercial Services Hampton Advisors LLC provides strategic merger and acquisition advisory services to middle-market technology companies. The company is headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
Sterne Agee LLC
 Sterne Agee LLC Investment Banks/BrokersFinance Sterne Agee LLC operates investment banks. The company was founded in 1901 and headquartered in Birmingham, AL. | Corporate Officer/Principal | - |
Training of Andrew Kelsen
| Keene State College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
Moneta Group Investment Advisors LLC
Moneta Group Investment Advisors LLC Investment ManagersFinance Founded in 1905, Moneta Group Investment Advisors LLC (MGIA) is a registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of Moneta Group LLC. Moneta Group is wholly-owned by the Moneta Partners. Moneta Group Investment Advisors' services include financial planning, tax preparation and planning services, estate planning consultation, risk management, retirement planning, business succession planning, and portfolio management. The firm's clients are generally categorized into two broad categories: Family CFO Clients and Institutional Clients. Family CFO Clients consist primarily of high net-worth individuals, families, trusts and estates, while Institutional Clients consist of 401(k) and other pension plans and profit sharing plans, charitable foundations, and not-for-profit endowments. | Finance |
Sterne Agee LLC
Sterne Agee LLC Investment Banks/BrokersFinance Sterne Agee LLC operates investment banks. The company was founded in 1901 and headquartered in Birmingham, AL. | Finance |
Torshen Capital Management LLC
Torshen Capital Management LLC Investment ManagersFinance Torshen Capital Management LLC (Torshen Capital) is an independent wealth management firm headquartered in Chicago, Illinois. The firm was founded by Kay P. Torshen in 1998. Torshen Capital provides investment management services to family offices, high net worth individuals and their families, foundations, endowments, institutional investors and other investors, through separately managed accounts. | Finance |
Public School Teachers Retirement Fund of Chicago
Public School Teachers Retirement Fund of Chicago Investment ManagersFinance Founded by the Illinois state legislature in 1895, the Public School Teachers Retirement Fund of Chicago is a pension fund located in Chicago. They are also known as the Chicago Teachers Pension Fund. | Finance |
Gray & Co. (Michigan)
 Gray & Co. (Michigan) Agricultural Commodities/MillingProcess Industries Gray & Co (Michigan) produces maraschino cherries and glace fruits. It offers wide selection variety of glace fruit ingredients, including candied orange peel, lemon peel, candied cherries and fruit mixes. It also provides maraschino cherries and cherries ice cream flavored and novelty frozen ice cream. The company was founded in 1908 and is headquartered in Hart, MI. | Process Industries |
| Shearson Lehman Hutton, Inc. | Finance |
Hampton Advisors LLC
Hampton Advisors LLC Miscellaneous Commercial ServicesCommercial Services Hampton Advisors LLC provides strategic merger and acquisition advisory services to middle-market technology companies. The company is headquartered in Charlotte, NC. | Commercial Services |
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