09 Feb Mike Kellner
Mike is responsible for supporting individual portfolio management, portfolio construction, and equity research functions. As a member of the investment strategy group, he works closely with Todd Jones, Director of Investments, to assist in the firm’s investment management process and leverage portfolio management technology.
Prior to joining Gratus Capital, Mike worked for a financial technology firm and helped independent advisors implement portfolio management software to transform their practice and as an EMEA markets analyst at a research firm serving institutional investors.
Mike is currently a CFA Exam Level III Candidate. As well, he is a Fulbright Scholar alumnus and received his undergraduate degree in Middle East Studies from Bard College in Annandale, NY.