Kelley McKee Carabasi
Head-Equity Investments at Macquarie Investment Management Business Trust
Profile
Ms. Kelley M.
Carabasi, CFA, is a Managing Director & Co-Head of US Small-Mid Cap Value at Macquarie Investment Management Business Trust.
Mid Cap Value, a role she assumed in January 2022.
She assumed portfolio management responsibilities in July 2012.
She joined Delaware Investments in July 2005 as an Equity Analyst.
Prior to joining Delaware Investments, he participated in Lincoln Financial Group’s rotational Professional Development Program, where she began her investment career in 2002.
She earned a Bachelor of Science in finance from Georgetown University and a Master of Business Administration from The Wharton School of the University of Pennsylvania.
He holds the Chartered Financial Analyst® designation, and he is a member of the CFA Institute and the CFA Society of Philadelphia.
Kelley McKee Carabasi active positions
| Companies | Position | Start |
|---|---|---|
Macquarie Investment Management Business Trust
 Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Head-Equity Investments | 2021-12-31 |
Former positions of Kelley McKee Carabasi
| Companies | Position | End |
|---|---|---|
Lincoln Financial Securities Corp.
 Lincoln Financial Securities Corp. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Securities Corp. is a financial services company that offers a range of investment products and services to individuals and businesses. The company is based in Concord, NH. | Corporate Officer/Principal | 2005-06-29 |
Training of Kelley McKee Carabasi
| Georgetown University | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Macquarie Investment Management Business Trust
Macquarie Investment Management Business Trust Investment ManagersFinance Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products. | Finance |
Lincoln Financial Securities Corp.
Lincoln Financial Securities Corp. Investment Banks/BrokersFinance Part of Lincoln National Corp., Lincoln Financial Securities Corp. is a financial services company that offers a range of investment products and services to individuals and businesses. The company is based in Concord, NH. | Finance |
- Stock Market
- Insiders
- Kelley McKee Carabasi
