Derek Kellman, CFA

Derek Kellman, CFA has a diverse work history spanning over 14 years. Derek is currently an Investment Officer at Angeles Investments, where they started in December 2021. Prior to this, they held the position of Investment Associate at the same company from July 2020 to December 2021.

Before joining Angeles Investments, Derek gained valuable experience as an Associate Portfolio Manager at City National Rochdale from July 2017 to April 2019. Derek also served as a Portfolio Manager at Signature Estate & Investment Advisors, LLC from December 2014 to June 2017.

Derek began their career in finance as a Junior Portfolio Manager at the Santa Ynez Chumash Tribe, where they worked from August 2011 to August 2014. Prior to this, they held a role as a Senior Sales Associate at Best Buy from August 2007 to June 2011.

Throughout their various roles, Derek has developed a strong skill set in investment management and financial analysis, which they continue to apply in their current position as an Investment Officer at Angeles Investments.

Derek Kellman, CFA, pursued their education in a sequential manner, starting with their attendance at Moorpark Community College from 2006 to 2010. Derek then continued their studies at UC Santa Barbara, where they obtained a Bachelor of Arts (B.A.) degree in Business/Managerial Economics from 2010 to 2012.

In 2016, Derek Kellman obtained their Chartered Financial Analyst (CFA) Charterholder certification from the CFA Institute.

Building upon their existing knowledge and qualifications, Derek Kellman enrolled in the Cornell Johnson Graduate School of Management's Master of Business Administration (MBA) program from 2019 to 2020. Unfortunately, the provided information does not specify the field of study for their MBA degree.