Portfolio Advisors
Geoffrey Kelleman has a diverse work experience in the financial industry. Geoffrey started their career as an intern at PNC Bank in 2008 and later joined as a Credit Analyst in 2009. At PNC Bank, they managed a portfolio of middle-market credit relationships. In 2011, Geoffrey joined Portfolio Advisors, LLC, where they held multiple roles including Analyst, Associate, Senior Associate, Vice President, and Senior Vice President. Geoffrey'sprimary responsibilities at Portfolio Advisors included executing investments in private equity partnerships and managing client relationships. Currently, they serve as a Managing Director, leading the North American Primary Due Diligence team.
Geoffrey Kelleman received their Bachelor of Arts degree in Finance and Russian Studies from Muhlenberg College in the years 2005 to 2009. Following that, they pursued their Master of Business Administration degree at Columbia Business School between 2014 and 2016.
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Portfolio Advisors
Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike. In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $75 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.