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Andrew Kelsen
Chief Investment Officer at Moneta Group Investment Advisors LLC
Andrew Kelsen active positions
Companies | Position | Start | End |
---|---|---|---|
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 | - |
Head-Equity Investments | 31/08/2021 | - |
Career history of Andrew Kelsen
Former positions of Andrew Kelsen
Companies | Position | Start | 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 | 30/09/2014 | 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 | 30/04/2011 | 29/11/2013 |
Portfolio Manager-Equities | 30/04/2011 | 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 | - | - |
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. | Corporate Officer/Principal | - | - |
Training of Andrew Kelsen
Keene State College | Undergraduate Degree |
Statistics
International
United States | 9 |
Operational
Corporate Officer/Principal | 4 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 1 |
Sectoral
Finance | 6 |
Consumer Services | 2 |
Process Industries | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 7 |
---|---|
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 |
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 |
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 |
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 |
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 |
Shearson Lehman Hutton, Inc. | Finance |
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 |
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