Thomas Kellerman, Cfa Email and Phone Number
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Accomplished and multitalented executive with success across Big4, leading strategy and advisory firms, technology companies, and startups. A Wharton MBA and CFA Charterholder who combines deep strategy and finance with advanced analytics and a technology background. Innovation is at the heart of everything that I do.Hands-on, with strengths in strategy, operations, cashflow, and investments. Lead M&A experience along the entire investment cycle - from growth and acquisition strategies, assessment and valuation; to negotiations, structuring, diligence, execution, and integration. Skills are complemented with a broad product lifecycle background that includes development, go to market, operating model, and full P&L. I have been awarded several patents.I have held a variety of senior operations and advisory positions. A recognized infrastructure expert and early pioneer, I delivered billions-of-dollars of complex, critical infrastructure through innovative financing and public-private partnerships (P3s), paving the way for P3 adoption in North America; and as the CFO for a 50-person silicon-valley tech startup, I was instrumental in securing our early seed capital. Investment Management roles include lead advisory for PE/asset managers and institutional investors; Plan fiduciary for billion-dollar Pension Boards; and wealth management for high net worth and individual investors. I am a mindful, all-inclusive leader who builds collaborative, energized teams that are truly empowered and happy! - bringing powerful forces together to solve some of the most challenging problems, and often delivering profound results. And, I love to get my hands dirty and hope to learn some new tricks from my teammates! Functional and Operational SkillsCross-Functional Team Leadership | Strategy | Corporate Development | Valuation | Financial Modeling and Analysis | Transaction Advisory | Investment Management | Mergers & Acquisitions | Commercial & Financial Diligence | P&L Management | Product Lifecycle | Fundraising | Project Finance and Delivery | Capital Rationing | Analytics Domain and Sector ExpertiseFintech | Private Equity | Capital Markets | Financial Services | Infrastructure | Public Private Partnerships (P3) | Pension and Endowment | Technology | Telecommunications | Broadband I Transportation (multimodal) | Energy and Renewables | ConsumerPast classmate, colleague, former client, or just want to foster a new connection? Feel free to drop me a line! I welcome new challenges!
T. Rowe Price
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- troweprice.com
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Director, Investment Solutions And Portfolio ConstructionT. Rowe PriceNew York, Ny, Us
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Director, Investment Solutions/Portfolio ConstructionT. Rowe Price May 2023 - PresentBaltimore, Maryland, Us
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Fintech - Wealth ManagementRetiree Income Aug 2022 - Apr 2023T. Rowe P:rice acquired Retiree Income in April 2023. -
Managing Director, Strategy And Transactions (Sat)Ey 2012 - 2022London, GbLed buy- and sell-side engagements with public/private clients, developers, and PE/asset managers across multiple sectors. Built cross-functional teams, delivering EY's full breadth of services: • Full Lifecycle – developed investment and growth strategies; evaluated transactions; defined operating model, roadmap, and integration plan.• Investment Case – created complete stakeholder cases; built valuation framework; identified financing/structuring options; developed optimal negotiation and pricing strategies.• Comprehensive Transaction Support – conducted commercial and financial diligence; performed accounting, tax, and post-acquisition PPA; developed all supporting deal analytics.Senior executive for EY's 65+ person infrastructure advisory group (EYIA):• Led the structuring and delivery of over $45B in transit, social, broadband, and other critical infrastructure. Fostered and secured key client relationships.• Directed all EYIA's financial analysis activities, the core of our work, from structuring and model builds to client deliverables and quality control (QC) - I was the final quality gate, overseeing over 200 successful engagements.• Streamlined analytics and QC process, cutting delivery time over 50%. Served as senior subject expert across SaT and the broader EY. Brought in to lead at critical points of engagement. Hosted client and staff educational forums. Mentored and developed junior staff.Architected advanced tools and standardized models. Deployed “TK’s toolbox” across group and other parts of EY – tools ranged from complex structuring, valuation, and deal analytics to portfolio management, and real-time financial close pricing.Reimagined outdated training. Amidst COVID uncertainty, blueprinted novel interactive virtual training for EYIA. Appointed as America's Training Leader, I leveraged that success to lead design of SaT's broader pilot course and served as the first instructor for the global rollout. -
Senior Vice PresidentJeffrey A. Parker & Associates (Acquired By Ey) 2006 - 2012EY acquired Jeffrey Parker & Associates (JPA) in June 2012.JPA was an independent advisor for large-scale infrastructure projects and an expert in innovative financing and the structuring of public private partnerships (P3s). We were honored to be named Infrastructure Journal’s Transport Financial Advisor of the Year in 2009. The second non-family hire, I expanded and transformed our business from a captive department of transportation (DoT) advisor to a trusted, full-service partner for a diverse, multi-sector portfolio of public and private clients, quintupling our size, and culminating with our successful acquisition by EY. Lead roles in the financing and delivery of over $10B of critical infrastructure. Highlights include the landmark Port of Miami Tunnel P3 and the first US Availability-Payment, I-595 managed lanes; and major modernizations of NY’s iconic Tappan Zee and Goethals bridges. Established our strong presence in the private market:• Structured and delivered one of the most ambitious projects in North America: The Port of Miami Tunnel (POMT). Navigated the Global Financial Crisis – restructured project through an efficient mix of debt, private equity, and the securing of a federally-subsidized loan, and achieved financial close on October 2009. POMT opened to traffic in August 2014 and was delivered for over $500 Million under estimate.• Launched and scaled our emerging private sector practice - provided advisory, valuation, and diligence services to developers, investment managers, and PE funds. Key client work included valuation and bid strategies for institutional buyers/sellers of secondary toll roads and other infra assets, and comprehensive funding plans for airports, professional sports stadiums, and other private projects. • Leveraged my network and investment advisory expertise to land our first Pension client – JPA retained as the Infrastructure Investment Advisor to one of the largest Public Pensions ( ~$155B in Plan Assets).
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Investment ConsultantAlan D. Biller & Associates 2004 - 2006Menlo Park, California, UsAlan D. Biller & Associates (ADB) provides independent investment consulting services to US institutional investors and is a recognized expert in complex, multiemployer Taft-Hartley Pension Plans. With over $100 Billion in assets under advisement, ADB is one of the largest fiduciary investment advisory firms in the United States.Key Roles and Contributions:• Full-service Investment Consulting. Lead investment advisor and fiduciary to Pension Boards, Endowments, and High Net Worth clients. Delivered comprehensive investment services, including: tailored investment plans and policies; portfolio construction, asset allocation, and liability management; performance attribution and monitoring; manager selection and oversight; and client education. Plan sizes ranged from millions to tens-of-billions of dollars.• Analytics and Portfolio Modeling. Developed leading-edge investment strategies and improved plan funding status using a variety of existing and self-developed analytical tools. Pioneered, and built from scratch, a state-of-the-art stochastic portfolio and asset-liability simulator, the first real-time probabilistic forecasting tool of its kind, and deployed it across firm’s entire client base. My clients consistently beat their risk-adjusted performance benchmarks.• Alternatives and Manager Diligence. Specialized in alternatives and led firm’s hedge fund initiative, creating comprehensive “alternative asset class” strategies. Developed model portfolios and new performance metrics, incorporating strategy-specific risk and return profiles. Led and performed extensive research and assessments of hundreds of investment managers, across a myriad of diverse strategies. Expert in diligence and performance attribution analysis of PE- and non-traditional fund structures. -
Chief Financial OfficerSoniya Technology International, Inc. 2004 - 2005Silicon-valley startup developing IT infrastructure solutions that addressed the fast-growing wireless machine-to-machine (M2M) marketspace, an IoT precursor. Our device-enabling, wireless services and embedded technologies enable consumers and enterprises to monitor, manage, and control devices important to their lives and businesses.Key member of executive team and led all finance functions:• Led development of super-efficient operating model and strategic plan, and developed comprehensive cash management strategy for a rapidly-growing early-stage tech startup that eventually grew to over 50 people. • Developed comprehensive fundraising and investor outreach plan, showcasing our unique IP/technologies and crafted a compelling investor valuation case for our capital raise. Identified and successfully pitched to early VC and Angel investors, securing critical early-stage growth capital. Soniya’s key technologies were successfully spun off in March 2006.
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Senior Manager - Corporate Development, Mergers & Acquisitions (M&A)Logitech 2002 - 2004San Jose, California, UsLed and performed comprehensive target diligence and valuations during Logitech’s formative, and highly-acquisitive, growth phase. Assessed over 100 potential acquisition and partnership opportunities, exceeding $20 Billion in total value.• Built flexible cash flow, pro-forma, risk, and valuation models; developed and presented complete investment cases, with recommendations, to executive team; and prepared presentations for Board. Became a trusted partner to Logitech’s CEO and CFO.• Led and conducted on-site diligence and negotiated target pricing/deal terms. Selectively closed several investments, including a key strategic IP partnership and a multi-million-dollar smart-home acquisition, which broadened Logitech’s footprint and evolved into a major new product category. Guided executive team on valuation principles and the M&A process.• Developed solutions to key strategic growth issues, including: architecting a flexible cash management strategy; building an interactive capital-structure optimization tool, utilized to drive a successful share-buyback strategy; measuring and leveraging our brand's market value; and pioneering a capital rationing strategy and allocation methodology for new project investments. • Represented Logitech at key investor conferences. -
Associate Management ConsultantStrategy& 1999 - 2001New York, Ny, UsBooz & Company split from Booz Allen Hamilton (2008) and was subsequently acquired by PwC (2013) and renamed as Strategy&.Provided strategic, financial, and operational management consulting services to Fortune 100 and technology firms across multiple sectors, including financial services, energy, retail, telecom, aerospace, and technology. Became a go-to analytics and valuation expert - architected a master “toolkit”, melding analytics with strategy.Selected Engagements:• Conducted landmark study for the Department of Defense (DoD) assessing the health and sufficiency of the space industrial base in meeting our nation’s defense and security needs. This critical study, requiring Top Secret/SCI security clearances, drove national procurement policies and was nominated for firm’s Professional Excellence Award (PEA). • Led the valuation and financial diligence of a $2.5 Billion telecom acquisition for one of the largest aerospace companies, seeking to leverage itself into the evolving telecom services market. Developed roadmap and post-merger integration (PMI) strategy, structured the deal, and successfully closed the stock and cash transaction.• Additional engagements included: energy load-balancing supply strategy and analytics model for large utility, capturing ~$250 million in present value savings; business process redesign (BPR) for next-generation Naval Destroyer for large shipbuilder, cutting development time by over half; and a value-migration strategy for a leading financial services company, reinventing itself in an evolving market.
Thomas Kellerman, Cfa Skills
Thomas Kellerman, Cfa Education Details
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The Wharton SchoolFinance And Strategic Management
Frequently Asked Questions about Thomas Kellerman, Cfa
What company does Thomas Kellerman, Cfa work for?
Thomas Kellerman, Cfa works for T. Rowe Price
What is Thomas Kellerman, Cfa's role at the current company?
Thomas Kellerman, Cfa's current role is Director, Investment Solutions and Portfolio Construction.
What is Thomas Kellerman, Cfa's email address?
Thomas Kellerman, Cfa's email address is thomas.kellerman@ey.com
What schools did Thomas Kellerman, Cfa attend?
Thomas Kellerman, Cfa attended The Wharton School.
What skills is Thomas Kellerman, Cfa known for?
Thomas Kellerman, Cfa has skills like Valuation, Financial Modeling, Mergers And Acquisitions, Finance, Management Consulting, Project Finance, Investment Management, Alternative Investments, Business Strategy, Financial Structuring, Capital Markets, Fixed Income.
Who are Thomas Kellerman, Cfa's colleagues?
Thomas Kellerman, Cfa's colleagues are Courtney Murphy, Derek Johnson, Jackie Mullins, Brian Melvin, Pratham Mathapati, Jean Hawes, Terence M. Baptiste, Esq..
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