Michelle Kelley, CFA, CFP
Portfolio Manager
Biography
About Michelle
Michelle M. Kelley, CFA®, CFP, is a Team Leader on the Global Equity team and a Senior Portfolio Manager. Michelle specializes in the implementation of several quantitative equity strategies including Tax Advantaged Equity, Quality Dividend Focus, and Quality ESG strategies for high net worth and institutional clients. In addition to Michelle’s work at Northern, she is an adjunct professor at Governors State University, teaching finance courses to graduate students.
Prior to joining Global Equity in 2011, Michelle was a Senior Investment Consultant serving ultra high net worth clients. In this position, Michelle worked with clients to develop investment policies, asset allocation recommendations, investment manager search, selection and oversight, portfolio construction, and ongoing monitoring and continuous improvement of investment programs.
Michelle received a B.S. degree in Finance, with high distinction, from the University of Illinois at Chicago. She received her MBA from the University of Chicago with concentrations in Finance and Economics.
Michelle is a CFA charterholder, and has also received the Certified Financial Planner designation.
Michelle is a member of the CFA Society of Chicago.
Driven by purpose, guided by humility.