Kelly Rogal

Corporate Officer/Principal at

The Phi Beta Kappa Society

Finance

Consumer Services

Commercial Services

Profile

Ms. Kelly Rogal, CFA, is a Senior Research Analyst at Sands Capital Management LLC and a Member at The Phi Beta Kappa Society.
She joined Sands Capital in 2024, bringing significant experience investing in therapeutics, in tools and devices, and in ex-U.S.
opportunities.
Before joining the firm, she was a director and the global healthcare sector head for Wafra, an alternative asset management firm owned by the Public Institution for Social Security of Kuwait.
She also worked as a research analyst on innovative technology businesses at Franklin Templeton, where she was a co-portfolio manager on strategies focused on genomics and medical devices.
In addition, she was a commodity trading analyst at BNP Paribas, a fixed income analyst at Oak Hill Advisors, and a long/short research associate at Falcon Point Capital.
Ms. Rogal received a BA from the University of California, Berkeley.

Kelly Rogal active positions

Companies	Position	Start
The Phi Beta Kappa Society The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services Operates as a organisation for liberal arts and science education	Corporate Officer/Principal	16/05/2011
Sands Capital Management LLC Sands Capital Management LLC Investment ManagersFinance Sands Capital employs fundamental, bottom-up, and company-focused research in their investment process. The firm identifies and invests in high-quality businesses that can generate sustainable, above-average earnings growth over time, globally. The strategies they offer are typified by deep, proprietary, business-focused global research, concentration, and a long-term investment horizon.	Analyst-Equity	31/10/2024

All active positions of Kelly Rogal

Former positions of Kelly Rogal

Companies	Position	End
Wafra, Inc. Wafra, Inc. Investment ManagersFinance Wafra seeks to provide long-term investment return solutions that span not just years, but generations. The firm pursues two broad investment styles which can be further refined into strategies targeting specific asset classes: (1) direct investments; and (2) investments in underlying funds on behalf of one or more advisory clients. They invest across a number of asset classes, including strategic partnerships, alternative finance, real assets, real estate, liquid markets, and private equity and venture capital.	Analyst-Equity	30/11/2024
Franklin Advisers, Inc. Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry.	Analyst-Fixed Income	30/11/2022
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Corporate Officer/Principal	-
Falcon Point Capital LLC Falcon Point Capital LLC Investment ManagersFinance Falcon Point focuses on small-cap growth companies and seeks to provide alpha to their clients over the long-term through a disciplined bottom-up research methodology. The firm's primary equity strategies include Smaller-Cap Opportunities Strategy, SMID-Cap Strategy, Long/Short Strategy, and The High Yield Strategy.	Analyst-Equity	-

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Linked companies

Private companies	7
Falcon Point Capital LLC Falcon Point Capital LLC Investment ManagersFinance Falcon Point focuses on small-cap growth companies and seeks to provide alpha to their clients over the long-term through a disciplined bottom-up research methodology. The firm's primary equity strategies include Smaller-Cap Opportunities Strategy, SMID-Cap Strategy, Long/Short Strategy, and The High Yield Strategy.	Finance
Merrill Lynch & Co., Inc. /Old/ Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services	Finance
Wafra, Inc. Wafra, Inc. Investment ManagersFinance Wafra seeks to provide long-term investment return solutions that span not just years, but generations. The firm pursues two broad investment styles which can be further refined into strategies targeting specific asset classes: (1) direct investments; and (2) investments in underlying funds on behalf of one or more advisory clients. They invest across a number of asset classes, including strategic partnerships, alternative finance, real assets, real estate, liquid markets, and private equity and venture capital.	Finance
Sands Capital Management LLC Sands Capital Management LLC Investment ManagersFinance Sands Capital employs fundamental, bottom-up, and company-focused research in their investment process. The firm identifies and invests in high-quality businesses that can generate sustainable, above-average earnings growth over time, globally. The strategies they offer are typified by deep, proprietary, business-focused global research, concentration, and a long-term investment horizon.	Finance
Franklin Advisers, Inc. Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry.	Finance
University of California, Berkeley University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Phi Beta Kappa Society The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services Operates as a organisation for liberal arts and science education	Commercial Services