Kelly O'Malley
Kelly O'Malley

Kelly O’Malley Central Regional Director | Foundation & Institutional Advisors Practice

Joined Northern Trust

2023

Education

  • Bachelors of the Arts in Finance and Economics, University of Illinois

Credentials

  • Holds a Chartered Financial Analyst designation
  • Member of the CFA Society of Chicago

Expertise

Kelly O'Malley is the Central Regional Director for Northern Trust's Foundation & Institutional Advisors practice. She works with nonprofit and institutional clients to serve all of their investment advisory needs including Outsourced CIO (OCIO), planned giving, philanthropic advisory, impact investing, banking services and more. Kelly consults closely with clients to build customized solutions that meet the needs of each unique organization and enables them to excel at their mission.

Experience

Before joining Northern Trust, Kelly was a partner at Ativo Capital Management, a minority and women owned asset management firm that specializes in international equities. There she focused on institutional sales for the southern and southwestern regions of the US, covered investment consultants and managed client relationships. Prior to that, Kelly worked at UBS Global Asset Management and focused on their Asset Allocation Advisory and OCIO business. Kelly also managed portfolios for religious institutions at Chicago Equity Partners.

Community Involvement

Kelly is very active in the Chicago community. She is a member of the CFA Society of Chicago, CFA Institute and Women Investment Professionals.