GK

Geoffrey Kelleman

Managing Director at 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.

Links

Previous companies

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Timeline

  • Managing Director

    January, 2021 - present

  • Senior Vice President

    January, 2018

  • Vice President

    January, 2016

  • Senior Associate

    January, 2014

  • Associate

    January, 2013

  • Analyst

    August, 2011