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Derek Kellman, Cfa Email & Phone Number

Investment Officer at Angeles Investments at Angeles Investments
Location: Los Angeles, California, United States 6 work roles 3 schools
1 work email found @angelesinvestments.com 1 phone found area 310 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@angelesinvestments.com
Direct phone (310) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Angeles Investments
Role
Investment Officer at Angeles Investments
Location
Los Angeles, California, United States
Company size
36 employees

Who is Derek Kellman, Cfa? Overview

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Quick answer

Derek Kellman, Cfa is listed as Investment Officer at Angeles Investments at Angeles Investments, a with 36 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at angelesinvestments.com, phone signal with area code 310, and a matched LinkedIn profile for Derek Kellman, Cfa.

Derek Kellman, Cfa previously worked as Investment Officer at Angeles Investments and Investment Associate at Angeles Investments. Derek Kellman, Cfa holds Master Of Business Administration - Mba from Cornell Johnson Graduate School Of Management.

Company email context

Email format at Angeles Investments

This section adds company-level context without repeating Derek Kellman, Cfa's masked contact details.

*@angelesinvestments.com
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AeroLeads found 1 current-domain work email signal for Derek Kellman, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Derek Kellman, Cfa

Derek Kellman, Cfa is a Investment Officer at Angeles Investments at Angeles Investments. He possess expertise in investment management, microsoft office, customer service, financial market research, global macro and 8 more skills.

Listed skills include Investment Management, Microsoft Office, Customer Service, Financial Market Research, and 9 others.

Current workplace

Derek Kellman, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Angeles Investments
Angeles Investments
Investment Officer at Angeles Investments
santa monica, california, united states
Website
angelesinvestments.com
Employees
36
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Company profile
View company profile Email format
6 roles

Derek Kellman, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Associate

Angeles Investments

• Develop, implement, and oversee investment programs for a diverse set of institutional clients• Lead the firm's diverse recruiting initiatives

Jul 2020 - Dec 2021

Associate Portfolio Manager

City National Rochdale

San Francisco Bay Area

• Managed private client relationships by designing and rebalancing customized portfolios based on each client’s unique goals and objectives• Conducted asset allocation reviews and performance updates with clients and financial advisors• Participated in the firm’s recruiting team by strategizing about and interviewing new hires

Jul 2017 - Apr 2019

Portfolio Manager

Signature Estate & Investment Advisors, Llc

Century City

• Managed over 5,000 client accounts; led a 4-person team in daily tracking and rebalancing of client portfolios• Voting member of the Investment Committee, presented and discussed investment ideas to help produce the firm's investment strategy and outlook

Dec 2014 - Jun 2017

Junior Portfolio Manager

Santa Ynez Chumash Tribe

• Supported the CIO in the management of assets that served the tribe’s economic development• Conducted due diligence across public and private managers and presented recommendations to the tribe's investment advisory board

Aug 2011 - Aug 2014

Senior Sales Associate

Best Buy
Aug 2007 - Jun 2011
Team & coworkers

Colleagues at Angeles Investments

Other employees you can reach at angelesinvestments.com. View company contacts for 36 employees →

SW Sasha Wilson, Mba Sasha Wilson, Mba Colleague at Angeles InvestmentsNew York City Metropolitan Area, United States View → GN Gina Nesci Gina Nesci Colleague at Angeles InvestmentsLos Angeles, California, United States View → GC Gina Cadei Gina Cadei Colleague at Angeles InvestmentsLos Angeles Metropolitan Area, United States View → AA Angeles Advisors Angeles Advisors Colleague at Angeles InvestmentsSanta Monica, California, United States View → AD Ann Deaton Ann Deaton Colleague at Angeles InvestmentsUnited States View → JR Josh Rothstein, Cfa Josh Rothstein, Cfa Colleague at Angeles InvestmentsSanta Monica, California, United States View → SS Sara Saeedvafa Sara Saeedvafa Colleague at Angeles InvestmentsLos Angeles, California, United States View → AR Andrew Rasmusen Andrew Rasmusen Colleague at Angeles InvestmentsSanta Monica, California, United States View → MM Marc Muser Marc Muser Colleague at Angeles InvestmentsNew York, United States View → HP Howard Perlow Howard Perlow Colleague at Angeles InvestmentsSanta Monica, California, United States View →
3 education records

Derek Kellman, Cfa education

Education record

Moorpark Community College
FAQ

Frequently asked questions about Derek Kellman, Cfa

Quick answers generated from the profile data available on this page.

What company does Derek Kellman, Cfa work for?

Derek Kellman, Cfa works for Angeles Investments.

What is Derek Kellman, Cfa's role at Angeles Investments?

Derek Kellman, Cfa is listed as Investment Officer at Angeles Investments at Angeles Investments.

What is Derek Kellman, Cfa's email address?

AeroLeads has found 1 work email signal at @angelesinvestments.com for Derek Kellman, Cfa at Angeles Investments.

What is Derek Kellman, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 310 for Derek Kellman, Cfa at Angeles Investments.

Where is Derek Kellman, Cfa based?

Derek Kellman, Cfa is based in Los Angeles, California, United States while working with Angeles Investments.

What companies has Derek Kellman, Cfa worked for?

Derek Kellman, Cfa has worked for Angeles Investments, City National Rochdale, Signature Estate & Investment Advisors, Llc, Santa Ynez Chumash Tribe, and Best Buy.

Who are Derek Kellman, Cfa's colleagues at Angeles Investments?

Derek Kellman, Cfa's colleagues at Angeles Investments include Sasha Wilson, Mba, Gina Nesci, Gina Cadei, Angeles Advisors, and Ann Deaton.

How can I contact Derek Kellman, Cfa?

You can use AeroLeads to view verified contact signals for Derek Kellman, Cfa at Angeles Investments, including work email, phone, and LinkedIn data when available.

What schools did Derek Kellman, Cfa attend?

Derek Kellman, Cfa holds Master Of Business Administration - Mba from Cornell Johnson Graduate School Of Management.

What skills is Derek Kellman, Cfa known for?

Derek Kellman, Cfa is listed with skills including Investment Management, Microsoft Office, Customer Service, Financial Market Research, Global Macro, Investment Policy Statements, Series 7, and Sales.

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