Patrick Kelly CFA, CIPM

Patrick Kelly CFA, CIPM has over 20 years of experience in the investment management industry. Patrick'smost recent role was at Unlock Technologies, where they worked in Investment Operations beginning in July 2022. Prior to this, Patrick was employed at Ready to add value from October 2020, where they focused on Investment Technology, Operating Efficiency, Risk Management, and Data Analytics.

Patrick also served as Vice President at VCU Investment Management Company from March 2019 to October 2020, specializing in Investment Reporting, Analytics, Databases, Hedge Funds, Private Equity, and Performance Analytics.

From 2016 to 2019, Patrick worked as Director of Trading at Aspen Partners, Ltd. Patrick also held the position of Principal at Ridgefield Advisors LLC from January 2012 to February 2019, specializing in process and technical improvements for middle office and analytical investment functions.

In addition, Patrick served as Director at iKindi from February to December 2011, and volunteered at CFA Society Stamford from January 2008 to December 2009.

Earlier in their career, Patrick held important positions at Tremont Capital Management, Tremont Capital, and Tremont Group Holdings, Inc., where they focused on treasury management, new product development, investment technology, risk management, and manager research.

Throughout their career, Patrick has demonstrated expertise in investment operations, risk management, data analytics, and technology solutions. Patrick is recognized for their strategic thinking and consultative problem-solving approach.

Patrick Kelly CFA, CIPM has an extensive education history that includes multiple degrees and certifications. Patrick began their educational journey at Hofstra University, where they obtained a Bachelor of Applied Science (B.A.Sc.) degree in Computer Science, Electrical Engineering, and Mathematics in 1987. Patrick then pursued further education at Hofstra University and completed a Master of Business Administration (M.B.A.) degree with a focus on banking and finance in 1992. Additionally, Patrick Kelly achieved another MBA degree with a specialization in finance from Hofstra University.

In terms of certifications, Patrick Kelly obtained a Certificate in Investment Performance Measurement from the CFA Institute in June 2014. Patrick is also a Chartered Financial Analyst, although the specific institution and the year of obtaining this certification are not provided in the given information.