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Brian Kelly, CFA
Investment Specialist, Private Companies
Brian Kelly, CFA is an experienced investment professional who recently joined Baillie Gifford as a Director and Investment Specialist focused on private companies.1 Here are some key details about his background and role:
Career History
- Joined Baillie Gifford in July 2024 to help grow the firm's private company investment strategy1
- Previously worked at Allen & Co for nearly 13 years, most recently as Head of Alternative Investments1
- Started his career as an Analyst at Morgan Stanley from 2007-20111
Experience and Expertise
- Over 10 years of experience leading investments, deploying over $3 billion across asset classes including equity, credit, venture capital, private equity, real estate, and crypto1
- At Allen & Co, he:
- Helped build the firm's advisory and asset management business from inception to $14 billion in assets
- Oversaw alternative investments, managing a $2 billion approved investment list
- Led 60+ investments over his tenure
- Managed portfolios including private credit and midstream energy equities
Education and Qualifications
- Holds the Chartered Financial Analyst (CFA) designation, obtained in November 20151
- Graduated from Brown University with a B.S. in Mechanical Engineering1
Brian brings extensive experience in private markets and alternative investments to his new role at Baillie Gifford, where he is focused on expanding the firm's private company investment capabilities.1
Highlights
Apr 23 · pers.ms.gov
[PDF] PERS Board of Trustees Meeting Materials
Feb 25 · bailliegifford.com
International All Cap – Looking back and thinking forward