Colin Kelly

Colin Kelly, CFA has over 15 years of experience in portfolio management and research analysis. Colin is currently serving as the Managing Director and Portfolio Manager at Curi Capital, where they manage 2 equity portfolios using bottoms up fundamental analysis. Their role includes making buy/sell decisions and generating investment ideas. Prior to Curi Capital, Colin worked at KDI Capital Partners as a Partner and Portfolio Manager, where they managed 2 equity portfolios with peak assets of approximately $500 million. Their responsibilities included conducting fundamental analysis, making investment decisions, and generating ideas. Colin's work at KDI was recognized, with the firm's Concentrated Equity Strategy being ranked #39 in Barron's Penta Best 100 Hedge Funds. Colin also served as a Senior Research Analyst at KDI. Earlier in their career, Colin worked at Square 1 Bank as an Associate in Structured Finance, and at Schonfeld as an Equities Portfolio Manager. Colin's investment strategies are focused on identifying industries undergoing changes and leveraging them for long-term success, with a particular emphasis on technology and life sciences.

Colin Kelly, CFA, holds a BA in Economics & Geography from the University of North Carolina at Chapel Hill, which they completed from 2003 to 2007. Prior to that, Colin obtained their High School Diploma from McCallie School in 2003. Colin pursued further education and completed an MBA from the Cornell Johnson Graduate School of Management between 2013 and 2015. Colin is currently enrolled at the University of Michigan, where they are working towards a Masters of Applied Data Science, which they are expected to complete between 2020 and 2023. Additionally, Colin holds the designation of Chartered Financial Analyst obtained from the CFA Institute in August 2017. Colin also possesses expired licenses for Series 7 and 63 obtained through FINRA.