Drew Dawson Kellner
Compliance Officer bij Lumbard & Kellner LLC
Profiel
Mr. Drew D.
Kellner, CFA MBA, is a Managing Member & Portfolio Manager at Lumbard & Kellner LLC.
He joined the firm as a partner and SEC-registered investment adviser in 2005.
His prior experience includes research and development, marketing, and venture-capital finance at a high-tech startup.
In 2007, Mr. Kellner became a trustee for Beaver Brook Association, and was named the chairman of the board in 2009.
He has a BS and an MBA from the Whittemore School of Business and Economics at UNH.
He received his Chartered Financial Analyst designation in 2010, and is a member of the Boston Security Analysts Society.
Actieve functies van Drew Dawson Kellner
| Bedrijven | Functie | Begin |
|---|---|---|
Lumbard & Kellner LLC
 Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Compliance Officer | 01-01-2005 |
Opleiding van Drew Dawson Kellner
| University of New Hampshire | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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Lumbard & Kellner LLC
Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Finance |
