Profile
Colin Michael Kelly worked as an Investment Analyst at KDI Capital Partners LLC from 2012 to 2021.
He also worked as a Principal at Schonfeld Group Holdings LLC and Square 1 Bank.
Mr. Kelly graduated from The University of North Carolina at Chapel Hill with a graduate degree in 2007.
He also earned an MBA from Johnson Graduate School of Management in 2015.
Former positions of Colin Michael Kelly
Companies | Position | End |
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KDI Capital Partners LLC
KDI Capital Partners LLC Investment ManagersFinance KDI Capital Partners LLC (KDI) is a registered investment advisor headquartered in Raleigh, North Carolina. It was founded in 1996 as Maynard Capital Partners LLC and changed its name to KDI Capital Partners LLC in 2007 to highlight the firm’s core operating principles of knowledge, discipline and integrity. The firm was acquired by Curi Capital LLC in 2021. KDI provides discretionary management services to privately placed investment funds, which are organized as domestic limited partnerships. It also provides discretionary portfolio management services to separately managed accounts clients. SMA accounts may include individuals, IRA/SEP IRA’s, other retirement plans, trusts, foundations, endowments, corporations, family offices, etc. | Analyst-Equity | 2021-11-30 |
Schonfeld Group Holdings LLC
Schonfeld Group Holdings LLC Investment Banks/BrokersFinance Schonfeld Group Holdings LLC is a private company that offers institutional brokerage, clearing, retail, and strategic investments services. The company is based in Jericho, NY and has subsidiaries in the United States. | Corporate Officer/Principal | - |
Square 1 Bank
Square 1 Bank Regional BanksFinance Square 1 Bank is a state chartered commercial bank. The company is based in Durham, NC. The company was founded by Christopher J. Woolley, James B. Rutter, Richard J. Casey, Robert Orr. | Corporate Officer/Principal | - |
Training of Colin Michael Kelly
Johnson Graduate School of Management | Masters Business Admin |
The University of North Carolina at Chapel Hill | Graduate Degree |
Experiences
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Female
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Linked companies
Private companies | 3 |
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KDI Capital Partners LLC
KDI Capital Partners LLC Investment ManagersFinance KDI Capital Partners LLC (KDI) is a registered investment advisor headquartered in Raleigh, North Carolina. It was founded in 1996 as Maynard Capital Partners LLC and changed its name to KDI Capital Partners LLC in 2007 to highlight the firm’s core operating principles of knowledge, discipline and integrity. The firm was acquired by Curi Capital LLC in 2021. KDI provides discretionary management services to privately placed investment funds, which are organized as domestic limited partnerships. It also provides discretionary portfolio management services to separately managed accounts clients. SMA accounts may include individuals, IRA/SEP IRA’s, other retirement plans, trusts, foundations, endowments, corporations, family offices, etc. | Finance |
Square 1 Bank
Square 1 Bank Regional BanksFinance Square 1 Bank is a state chartered commercial bank. The company is based in Durham, NC. The company was founded by Christopher J. Woolley, James B. Rutter, Richard J. Casey, Robert Orr. | Finance |
Schonfeld Group Holdings LLC
Schonfeld Group Holdings LLC Investment Banks/BrokersFinance Schonfeld Group Holdings LLC is a private company that offers institutional brokerage, clearing, retail, and strategic investments services. The company is based in Jericho, NY and has subsidiaries in the United States. | Finance |
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