Nicole De Kelaita, Cfa
About Nicole De Kelaita, Cfa
Nicole De Kelaita, CFA, is a Client Portfolio Analyst at Dodge & Cox in San Francisco, with extensive experience in asset management and financial analysis.
Current Position at Dodge & Cox
Nicole De Kelaita is currently a Client Portfolio Analyst at Dodge & Cox in San Francisco. She has been with the company for over a decade, having started in 2013. In her role, she is responsible for analyzing and managing client portfolios, drawing on her extensive experience in asset management.
Previous Role at Atlantic Trust
Before her tenure at Dodge & Cox, Nicole De Kelaita served as a Senior Client Analyst at Atlantic Trust for five years, from 2008 to 2013. During her time there, she was engaged in client analysis and support, building her expertise in financial client management and portfolio analysis.
Educational Background
Nicole De Kelaita earned a Bachelor of Science degree in Managerial Economics from the University of California, Davis, where she studied from 2004 to 2008. She also spent 11 months studying at The American University of Paris in 2006. Her academic background laid a strong foundation for her career in finance.
Early Career Internships
Early in her career, Nicole De Kelaita gained practical experience through internships. She worked as an Asset Management Intern at UBS for two months in 2006, followed by a two-month internship at Parkside Lending LLC in 2007. These internships provided her with valuable insights into the financial industry from a young age.
Chartered Financial Analyst (CFA) Designation
Nicole De Kelaita has earned the Chartered Financial Analyst (CFA) designation, a highly respected credential in the investment management profession. This designation reflects her commitment to maintaining high standards of professionalism and expertise in her field.