Drew Dawson Kellner

Compliance Officer at

Lumbard & Kellner LLC

Consumer Services

Finance

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 utilizes a fundamental approach to valuing securities and making investment decisions. The firm uses many different methods of assessing the value of each security.	Compliance Officer	2004-12-31

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Private companies	2
University of New Hampshire University of New Hampshire Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Lumbard & Kellner LLC Lumbard & Kellner LLC Investment ManagersFinance Lumbard & Kellner utilizes a fundamental approach to valuing securities and making investment decisions. The firm uses many different methods of assessing the value of each security.	Finance