We believe that investment management and prudent portfolio allocation can be accomplished with an overall wealth management strategy
Derek Kellman, Portfolio Manager
2121 Avenue of the Stars, Suite 1600
Los Angeles, CA 90067
Derek Kellman is a Portfolio Manager at SEIA. He currently works in the Department of Investment Management and Economic Strategies, where he handles the management of the firm’s discretionary portfolios. Prior to SEIA, Derek worked for a family office as a Jr. Portfolio Manager, focusing on asset allocation and manager research. He has been working in investment management since 2011.
Derek graduated from the University of California, Santa Barbara with a Bachelor of Art Degree in Business Economics in 2012. Derek passed all three levels of the CFA Exam on the first try and is awaiting completion of a four year work experience requirement to receive the designation issued by the CFA Institute. He also has his Series 7 securities license.