Drew Dawson Kellner
Compliance Officer at Lumbard & Kellner LLC
Profile
Mr. Drew D.
Kellner, CFA MBA, is a Managing Member & Portfolio Manager at Lumbard & Kellner LLC.
He joined the firm as a partner and SEC-registered investment adviser in 2005.
His prior experience includes research and development, marketing, and venture-capital finance at a high-tech startup.
In 2007, Mr. Kellner became a trustee for Beaver Brook Association, and was named the chairman of the board in 2009.
He has a BS and an MBA from the Whittemore School of Business and Economics at UNH.
He received his Chartered Financial Analyst designation in 2010, and is a member of the Boston Security Analysts Society.
Drew Dawson Kellner active positions
| Companies | Position | Start |
|---|---|---|
Lumbard & Kellner LLC
 Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Compliance Officer | 2004-12-31 |
Training of Drew Dawson Kellner
| University of New Hampshire | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Lumbard & Kellner LLC
Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner LLC is an independent registered investment advisor and wealth management firm headquartered in Hollis, New Hampshire. The firm was founded by John Lumbard in 1990. Lumbard & Kellner offers focused and unique investment management services to individuals and institutions. | Finance |
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