Jennifer Kehoe, CFA

Industry Research Specialist at Telsey Advisory Group

Jennifer Kehoe, CFA has a diverse work experience spanning over several companies and roles. Jennifer is currently working as an Industry Research Specialist at Telsey Advisory Group, starting in October 2020. Prior to this, Jennifer served as a Vice President at Union Bank from July 2010 to January 2013, where they worked as a Credit Research Analyst in Credit Portfolio Research Management. Their responsibilities at Union Bank included analyzing new lending relationships, establishing lending limits, and evaluating credit hedges for the Commercial Real Estate Division.

Before their time at Union Bank, Jennifer worked as a Vice President at Morgan Stanley from October 2005 to November 2007. In this position, they covered the Business Services industry with a focus on Commercial Real Estate Services companies. Jennifer was known for providing proprietary research that contributed to a more efficient market and effectively communicating complex research through impactful and timely written research reports.

Jennifer also held the role of Vice President at Merrill Lynch from June 2004 to September 2005, where they covered small-cap equities within the Specialty Finance industry, with a specific focus on Commercial Real Estate Services and Tax Preparation Services companies. Their responsibilities included executing thorough valuation analyses, authoring initiation of coverage reports, quarterly earnings updates, and market insight reports.

Prior to their time at Merrill Lynch, Jennifer worked as a Vice President at Jurika and Voyles from October 2002 to April 2003, where they were a long-term, value investor covering Retail and Consumer Products industries. Jennifer demonstrated a proven stock picking track record within their assigned industries.

Earlier in their career, Jennifer served as a Senior Equity Analyst at McCullough, Andrews and Cappiello from January 1996 to October 2002. In this role, they were a long-term and deep-value investor with a concentrated portfolio. Jennifer covered both the Consumer and Finance industries and had a strong fundamental research skillset.

Jennifer's professional journey began at CJ Lawrence/Bear Stearns, where they worked as a Junior Equity Analyst from January 1994 to December 1995.

Jennifer Kehoe, CFA, has a diverse educational background. Jennifer earned a Bachelor of Arts (BA) degree in Economics from Fairfield University, attending from 1986 to 1990. Following that, they pursued a Master of Arts (MA) degree in Economics at Tufts University, studying there from 1992 to 1993.

In addition to their degree programs, Jennifer also obtained a Certificate in Sustainability and Renewable Energy from the University of California, Berkeley. Jennifer began this program in 2009, and the end year is not specified.

Jennifer Kehoe has also obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute. The month and year of obtaining this certification are not provided.

Links

Previous companies

Morgan Stanley logo
Union Bank logo

Timeline

  • Industry Research Specialist

    October, 2020 - present