Geoffrey Kelley
Analyst-Equity at Manulife Investment Management (US) LLC
Profile
Mr. Geoffrey G.
Kelley, CFA MBA, is a Senior Managing Director, Senior Portfolio Manager, & Global Head of Strategic Asset Allocation at Manulife Investment Management (US) LLC.
He is responsible for portfolio management activities for target-date, target-risk, managed volatility, derivative, and multi-asset class income strategies.
In addition, he also conducts fundamental and quantitative research across various asset classes and investment strategies.
Prior to joining the firm, Mr. Kelley spent 5 years at State Street Global Advisors (SSGA) managing the research team as well as developing client solutions within SSGA’s investment solutions group.
Prior to joining SSGA, he co-founded and was one of two portfolio managers for a quantitative long-short small-/mid-cap equity hedge fund, Vernon Square Capital, which employed a multifactor and optimized alpha investment process.
In addition, he spent over 14 years at Putnam Investments as a Portfolio Manager, initially within high-yield fixed income and later within quantitative equities, where he was responsible for developing, evolving, and implementing a factor-based optimized alpha model that was an integral part of the investment process of a balanced strategy.
Mr. Kelley received his undergraduate degree from Washington State University and an MBA from Duke University.
He holds the Chartered Financial Analyst designation.
Geoffrey Kelley active positions
| Companies | Position | Start |
|---|---|---|
Manulife Investment Management (US) LLC
 Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Analyst-Equity | 2018-07-31 |
Former positions of Geoffrey Kelley
| Companies | Position | End |
|---|---|---|
Vernon Square Capital LLC
 Vernon Square Capital LLC Investment ManagersFinance Founded in 2008, Vernon Square Capital LLC is a hedge fund manager located in Boston | Portfolio Manager-Equities | 2010-12-22 |
Putnam Investment Management LLC
 Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Portfolio Manager-Fixed Income | 2008-09-29 |
| BOEING | Corporate Officer/Principal | 1992-07-31 |
SSgA Funds Management, Inc.
 SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Corporate Officer/Principal | - |
Training of Geoffrey Kelley
| Duke University | Masters Business Admin |
| Washington State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| BOEING | Electronic Technology |
| Private companies | 4 |
|---|---|
Manulife Investment Management (US) LLC
Manulife Investment Management (US) LLC Investment ManagersFinance Manulife Investment Management (US) LLC (Manulife IM-US) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1968 and is a subsidiary of John Hancock Subsidiaries LLC, ultimately held by Manulife Financial Corp. (NYSE, TSE: MFC), a Canadian-based financial services firm. Manulife IM-US manages assets for a variety of institutional and other types of clients, such as public and private pension funds, foundations, mandatory provident funds outside the US, financial institutions, investment trusts, separately managed account clients, and high net-worth individuals. The firm also manages registered funds, which includes UCITS, US and Canadian open- and closed-end mutual funds and privately-offered unregistered investment funds. | Finance |
Putnam Investment Management LLC
Putnam Investment Management LLC Investment ManagersFinance Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1971 and is a subsidiary of Putnam US Holdings I LLC, ultimately held by Power Corp. of Canada (TSX: POW). PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds. | Finance |
SSgA Funds Management, Inc.
SSgA Funds Management, Inc. Investment ManagersFinance SSgA Funds Management, Inc. (SSgA FM) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles. | Finance |
Vernon Square Capital LLC
Vernon Square Capital LLC Investment ManagersFinance Founded in 2008, Vernon Square Capital LLC is a hedge fund manager located in Boston | Finance |
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