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Kelly Shea, CFA, CAIA

Kelly Shea, CFA, CAIA

Senior Investment Analyst, Multi-Asset Solutions Team

18 years

in the industry

Kelly provides investment oversight of the firm's internal pension plans and private asset strategies. Additionally, she supports the team’s broader asset allocation initiatives in areas such as pensions, institutional, and liability-driven investing. Prior to joining the firm, Kelly was at Fidelity Investments, where she served in institutional product management and performance analysis capacities. She started her career at State Street Corporation as a fund accountant. Kelly holds the Chartered Financial Analyst designation.

Education: B.S., Business Administration, University of Rhode Island

Joined the company: 2022

Began career: 2008