For over 20 years Kelli Schrade worked in different jobs. Recently, this expert worked as a Managing Partner and Director of Manager Research in Marquette Associates widening experience. This professional graduated from Unc Kenan - Flagler Business School where this professional received all the required skills. This person has all required skills and knowledge for his job, that is proven by these certifications in Chartered Alternative Investment Analyst (Caia), Series 7, and Series 66. You can find Kelli Schrade in Chicago, Illinois, where he is located nowadays. SoftwareOfficial has all the data you need to be in touch with Kelli Schrade, such as this expert's phone number or e-mail. Send the request to get more info.
Name variants:
Kelly Schrade
Last updated May 28, 2024
Contact Information
Last Update
Jul 8, 2022
Email
ks**@marquetteassociates.com, ks**@yahoo.com
Location
Chicago, IL
Company
Workplace
Managing Partner and Director of Manager Research
Chicago, IL
Industry
Financial Services
Colleagues
Work History
Managing Partner and Director of Manager Research
180 north La Salle St SUITE 3500, Chicago, IL 60601
Chair of Traditional and Alternative Investment Manager Committees, oversaw $130 billion in client assets. Conducted extensive, in-depth research on U.S. Equity managers, including 250 face-...
Jan 2006 — Jan 2017
Executive Director, Institutional Consultant and Director
1585 Broadway, New York, NY 10003
from Jan 2017
Investment Advisor
125 south Wacker Dr SUITE 2400, Chicago, IL 60606
Relationship manager for institutional clients, serving as the focal point for all aspects of account management, investment selection, and asset allocation.
Jul 2004 — Jan 2006
Mutual Fund Analyst and Managing Editor
22 west Washington St, Chicago, IL 60602
Authored in-depth mutual fund analyses for individual and institutional investors. Determined buy, sell, or hold recommendations for the industry s largest mutual funds. Quoted as an industr...
Jul 1997 — Jul 2004
Occupations
Executive
Chief Executive Officer
Counselor
Director
Managing Partner
Manager
Chairperson
Managers
Accountant
Finance and Accounting Specialist
Corporate Executive
Chief Executive
Advisor
Operations Manager
Partner
Accounting Bookkeeper
Bookkeeper
Skills
Alternative Investments
Pensions
Fixed Income
Institutional
Portfolio Management
Capital Markets
Investments
Institutional Investments
401K
Asset Allocation
Investment Advisory
Fund of Funds
Financial Services
Equities
Mutual Funds
Equity Research
Investment Strategies
Asset Management
Separately Managed Accounts
Financial Analysis
Pension Funds
Private Equity
Due Diligence
Retirement
Securities
Hedge Funds
Investment Management
FAQs about Kelli Schrade
What is the main profession of Kelli Schrade?
Kelli is a Executive Director, Institutional Consultant and Director.
What are the profession of The professional?
These person's professions are Executive and Chief Executive Officer
Where is Kelli Schrade located?
Kelli is located in Chicago, Illinois.
Does Kelli Schrade have the email address?
ks**@marquetteassociates.com and ks**@yahoo.com is Kelli Schrade's email address.
Where did Kelli Schrade work?
The expert worked at Marquette Associates, Morgan Stanley.
What education does Kelli Schrade have?
Kelli studied at the Unc Kenan - Flagler Business School.
What are the certifications of Kelli Schrade?
This professional received the following certifications: Chartered Alternative Investment Analyst (Caia), Series 7, Series 66, and Caia Association.
What is the industry that Kelli Schrade is connected to?
This person works in Financial Services industry.