Kelly Corbiere, CFA, CMT, CFP has over 25 years of experience in financial services. She has worked in wealth management, as a global equity analyst and in institutional taxable fixed income.
Kelly holds both a Bachelor of Business Administration in Finance and a Bachelor of Arts in Language and International Trade from Eastern Michigan University. She has a Master of International Management with a concentration in Finance from Thunderbird School of Global Management and recently completed a PhD in International Development through the University of Southern Mississippi. She holds a Post-Graduate Certificate of Accounting from Simpson College and is also a graduate of Texas Trust Schools. Her experience in academia also includes teaching finance and investments courses as an adjunct instructor.
Kelly has served as the Chair of the CFA Societies of Texas (which has over 3,000 members) and is an active board member of several other professional and charitable boards, including the CMT Association board. She is also a Rotarian, an avid volunteer, and a frequent host parent to exchange students from around the world. Kelly has earned both the Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations and is also a CERTIFIED FINANCIAL PLANNER ™ professional. She has completed everything except the experience requirement toward the Certified Public Accountant (CPA) designation. Kelly speaks Spanish fluently, as well as some Danish and French.