Colin Kelly

S.V.P., Portfolio Manager

Education

BA, Economics & Geography – University of North Carolina
Master of Applied Data Science – University of Michigan
MBA – Cornell University

Accreditations

Affiliations
  • CFA Institute
  • CFA Society of NC
Previous Experience
  • KDI Capital Partners – Portfolio Manager
  • KDI Capital Partners – Sr. Research Analyst
  • Schonfeld – Portfolio Manager
  • Square 1 Bank – Associate, Structured Finance Group
Bio

Colin manages the Highly Concentrated and Core Equities strategies for Curi RMB Capital following 10 years with KDI Capital Partners as a Portfolio Manager and Senior Research Analyst for the same strategies prior KDI’s acquisition in 2021.

Previously, Colin managed a long/short equity portfolio for Opus Trading Fund, the proprietary trading group at Schonfeld and was an Associate at Square 1 Bank where he underwrote debt funding for growth stage tech and life sciences firms. Colin holds an MBA from Cornell University where he was a Roy H. Park Fellow, a Master of Applied Data Science from the University of Michigan, and a BA in economics and geography from the University of North Carolina.

Colin is a CFA charterholder and a member of the CFA Society of NC. He is active in his local community, having served on various boards including the Durham Literacy Center and serves on the investment committee of the YMCA of the Triangle Area.