S. KELLY RODGERS, CFA

S. KELLY RODGERS, CFA

President
Rodgers Investment Consulting

Kelly Rodgers has over 25 years experience in investment management and investment consulting and was awarded the Chartered Financial Analyst designation in 1989. In 1993, she formed Rodgers Investment Consulting and has been widely published and quoted on portfolio management issues. Her firm provides portfolio analysis, asset management consulting, manager search services and expert witness reports for individuals, not-for-profit organizations and aboriginal communities.

She has worked with Aboriginal communities since 1996, providing Chief and Councils and Trustees with assistance in the development of Investment Policies, investment manager selection and the development of trust agreements. Rodgers Investment Consulting is Partner Member of NATOA and Kelly is Chair of the Advisory Committee.