Colin Kelly

Colin Kelly, CFA®

S.V.P., Portfolio Manager
Raleigh

Joined Curi Capital

January 2022

Education

  • BA, Economics & Geography – University of North Carolina
  • Master of Applied Data Science – University of Michigan
  • MBA – Cornell University

Accreditations

  • Chartered Financial Analyst®

Affiliations

  • CFA Institute
  • CFA Society of NC

Previous Experience

  • KDI Capital Partners – Portfolio Manager
  • KDI Capital Partners – Sr. Research Analyst
  • Schonfeld – Portfolio Manager
  • Square 1 Bank – Associate, Structured Finance Group

Bio

Colin manages the Highly Concentrated and Core Equities strategies for Curi Capital following 10 years with KDI Capital Partners as a Portfolio Manager and Senior Research Analyst for the same strategies prior KDI’s acquisition in 2021.

Previously, Colin managed a long/short equity portfolio for Opus Trading Fund, the proprietary trading group at Schonfeld and was an Associate at Square 1 Bank where he underwrote debt funding for growth stage tech and life sciences firms. Colin holds an MBA from Cornell University where he was a Roy H. Park Fellow, a Master of Applied Data Science from the University of Michigan, and a BA in economics and geography from the University of North Carolina.

Colin is a CFA charterholder and a member of the CFA Society of NC. He is active in his local community, having served on various boards including the Durham Literacy Center and serves on the investment committee of the YMCA of the Triangle Area.

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