Derek Kellman

Derek Kellman

Portfolio Manager-Equities at
Angeles Investment Advisors LLC
Finance
Consumer Services

Profile

Mr. Derek S.
Kellman, CFA, is a Managing Director at Angeles Investment Advisors LLC.
He has over 13 years of experience.
In his capacity, he partners with institutional clients on formulating and implementing strategic asset allocation and investment portfolio structure as well as policy development.
Furthermore, he frequently conducts ad hoc analyses for clients to evaluate their strategic initiatives.
He also plays an active role in Angeles' Sustainability Committee, where he leads the firm’s diverse recruiting initiatives.
Mr. Kellman previously worked at City National Rochdale, managing $2 billion in assets for private wealth clients, and Signature Estate & Investment Advisors, where he managed research and trading responsibilities.
He began his career in 2011 working for the Santa Ynez Band of Chumash Indians, where he managed $400 million in assets that served various functions to support the tribe's long-term success.
He received his M.B.A. from Cornell SC Johnson College of Business and holds a B.A. in Business Economics from U.C.
Santa Barbara.
Derek is a CFA® Charterholder and is a member of the CFA Society of Los Angeles and AIF's Future Leaders Program.

Derek Kellman active positions

CompaniesPositionStart
Portfolio Manager-Equities 30/06/2020

Former positions of Derek Kellman

CompaniesPositionEnd
Portfolio Manager-Equities -
See the detail of Derek Kellman's experience

Training of Derek Kellman

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

Connections

60

1st degree connections

4

1st degree companies

Male

Female

Members of the board

Executives

Linked companies

Private companies4

Finance

Finance

Consumer Services

Consumer Services