Teo Kelvin, Cfa
About Teo Kelvin, Cfa
Teo Kelvin, CFA, is a Managing Director at UBS, where he has worked since 2009. He has extensive experience in investment analysis and financial modeling, having previously worked at Goldman Sachs and MSCI Barra.
Work at UBS
Teo Kelvin has been serving as Managing Director at UBS since 2009. His role involves overseeing various investment strategies and managing client relationships. With over 15 years of experience at UBS, he has contributed to the firm's growth and development in the financial services sector.
Previous Experience in Finance
Before joining UBS, Teo Kelvin worked at Goldman Sachs as an Analyst from 2006 to 2009. During this time, he focused on making investment recommendations, conducting financial modeling, and writing research reports. His responsibilities included primary analyst coverage of Asia and Japanese financials, covering banks, insurance, securities, and other non-bank financials. He also briefly worked at DBS Bank Ltd in 2006 in investor relations.
Fund Management Experience
Teo Kelvin managed a Singapore fund from 2012 to 2017. This role involved strategic decision-making and oversight of investment portfolios, contributing to the fund's performance during his tenure.
Educational Background
Teo Kelvin studied at Nanyang Technological University Singapore, where he earned a degree in Applied Economics with Business (First Class Honours) from 2001 to 2004. His education provided a strong foundation in economic principles and financial analysis.
Coverage of Southeast Asian Financial Markets
Teo Kelvin has extensive experience covering leading banks and stock exchanges in Southeast Asia. His coverage includes major financial institutions in Singapore, Thailand, and Indonesia, such as DBS, OCBC, UOB, and SGX in Singapore, as well as BBL, KTB, KBANK, SCB, BAY, TCAP, TISCO in Thailand, and Mandiri, Danamon, BCA, BRI in Indonesia.