Drew Kelly, Cfa
About Drew Kelly, Cfa
Drew Kelly, CFA, serves as Vice President of Investments at Protective Life, where he specializes in portfolio management and internal research. He manages a fixed income portfolio that includes various types of securities and has over 16 years of experience in the industry.
Work at Protective Life
Drew Kelly has served as Vice President of Investments at Protective Life since 2008. In this role, he engages in internal research and sector-specific activities that are essential for effective portfolio management. He manages a fixed income portfolio that encompasses Agency and Non-Agency Mortgage-Backed Securities, Asset-Backed Securities, GSE debt, and US Treasury bonds. His responsibilities include overseeing investment valuation, securities trading, and cash flow trend evaluation.
Education and Expertise
Drew Kelly earned his Master of Business Administration (MBA) from the University of Alabama at Birmingham, where he studied from 2006 to 2008. Prior to that, he obtained a Bachelor of Business Administration (BBA) from the University of Montevallo, completing his studies from 2001 to 2005. His educational background provides a solid foundation for his expertise in investment management and portfolio analysis.
Portfolio Management Role
In addition to his role as Vice President, Drew Kelly serves as Assistant Portfolio Manager for the Commercial Mortgage-Backed Securities portfolio. His work involves detailed analysis and management of various securities, focusing on investment valuation and rating surveillance. He applies his knowledge in residential credit modeling and cash flow evaluation to enhance portfolio performance.
Background
Drew Kelly has accumulated over 16 years of experience in the investment sector at Protective Life. His career trajectory reflects a commitment to portfolio management and investment analysis. His academic achievements and professional roles have equipped him with the skills necessary for managing complex fixed income portfolios.