Kelly Clement, CFA has a comprehensive background in finance and investment management. With experience at various companies such as Consolidated Investment Group, Raymond James & Associates, and Headwaters MB, Kelly has shown expertise in conducting fundamental equity analysis and generating investment recommendations. Additionally, Kelly's educational background includes an MBA in Finance and Global Strategic Management from Babson F.W. Olin Graduate School of Business and a BS in Accountancy from the University of Notre Dame.
May, 2022 - present
May, 2018
December, 2013
Sr. Portfolio Manager at Cresco Labs
Sr. Portfolio Manager at FirstService Residential in California
Senior Vice President And Sr. Portfolio Manager at Manufacturers Bank
Sr. Portfolio Manager at Infleqtion
Sr. Portfolio Manager at Wan Bridge Group