Kelly Simmers
Profile
Ms. Kelly Simmers is a Principal at Gladstone Management Corp.
Prior to joining Gladstone in July 2011, she was a Private Equity Principal at GenSpring Family Offices, a multi-family office with over $20 billion in assets under management.
There she was responsible for sourcing, executing and monitoring minority equity investments and mezzanine financings to growth-oriented, small and middle market companies in a wide variety of industries, as well as allocating capital commitments to private equity funds.
Prior to GenSpring, Ms. Simmers was an Associate at Wachovia Securities, where she provided merger and acquisition, capital raising and advisory services for corporate clients and financial sponsors focused on the industrials sector.
Ms. Simmers earned a MBA from Vanderbilt University’s Owen Graduate School of Management and a BBA from The College of William and Mary.
Former positions of Kelly Simmers
| Companies | Position | End |
|---|---|---|
GFO Advisory Services LLC
 GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Corporate Officer/Principal | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Corporate Officer/Principal | - |
Gladstone Management Corp.
 Gladstone Management Corp. Investment ManagersFinance Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia. | Corporate Officer/Principal | - |
Training of Kelly Simmers
| Vanderbilt University | Masters Business Admin |
| The College of William & Mary | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Gladstone Management Corp.
Gladstone Management Corp. Investment ManagersFinance Gladstone Management Corp (Gladstone management) is a private equity subsidiary of Gladstone Holding Corp founded in 2001 by David J. The firm is headquartered in McLean, Virginia. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
GFO Advisory Services LLC
GFO Advisory Services LLC Investment ManagersFinance GFO Advisory Services LLC (GFOAS) is a SEC-registered investment advisor and hedge fund manager headquartered in Jupiter, Florida. The firm was founded in 1989 and formerly known as GenSpring Family Offices LLC and prior to that Asset Management Advisors LLC. They are owned by GenSpring Holdings, Inc., a subsidiary of Truist Financial Corp. (NYSE: TFC). GFOAS is the general partner/managing member and/or investment adviser to a group of privately pooled investment vehicles. | Finance |
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