Striving to further the profession with diverse opportunities in continuing education, advocacy, ethics awareness, and networking.
Bill Kelleher is a Portfolio Management Consultant. Most recently Mr. Kelleher worked with CB3 Financial Group and was responsible for generating new investment ideas and evaluating holdings for four actively managed portfolios. Mr. Kelleher’s investing approach fuses analytic disciplines, giving him the flexibility to analyze investments from bottom up and top down perspectives across asset classes and portfolio management styles.
Prior to his engagement with CB3 Bill worked with Lucena Research, a start-up platform building investment strategies that utilize machine learning algorithms to optimize portfolios and maximize risk adjusted returns. Mr. Kelleher has significant experience working with start-ups. Other early stage consulting clients include a boutique research firm and a hedge fund focused on distressed and turnaround situations. Bill has also advised institutional traders regarding changes in market structure and the shift to electronic block executions, algorithmic trading, and dark pools of liquidity. He began his career in financial services as a Specialist and Market Maker on the Boston Stock Exchange Morgan Stanley.
In addition to his professional experience Mr. Kelleher serves as a Director on the board of the Market Technicians Association and as President of the Boston Chapter since 2009. During his tenure with the Market Technicians Association Bill has produced four successful global conferences, and created the themes behind the portfolio of global events for the CMT Association over the last five years.
Mr. Kelleher earned B.A. in Political Science from Dartmouth College, where he played four years of Division 1 hockey. Bill played 2 years of hockey in the European Elite professional leagues before joining Morgan Stanley in 1997. Mr. Kelleher is a Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT).