Kellen Ng, CFA

Senior Investment Analyst

Professional Overview
Kellen Ng is a seasoned investment professional with over 6 years of experience in the financial services industry. As a Senior Investment Analyst at Intermountain Health, he leverages his expertise in portfolio management, investment research, and relationship management to drive strategic investment decisions that support the organization's financial goals.

Experience Summary

Current Role
As the Senior Investment Analyst at Intermountain Health, Kellen is responsible for conducting comprehensive investment research, analyzing market trends, and making informed recommendations to the investment committee. He plays a pivotal role in the development and implementation of the organization's investment strategy, contributing to the effective management of their $1.2 billion investment portfolio.

Career Progression
Prior to his current role, Kellen held various positions at City National Bank, including Vice President of Investment Operations Service Project Lead and Assistant Vice President of Investment Relationship Officer. In these roles, he honed his skills in investment operations, client relationship management, and project coordination. Earlier in his career, Kellen served as a Portfolio Analyst and a Relationship Banker at JPMorgan Chase Bank N.A., where he gained valuable experience in portfolio analysis and client-facing responsibilities.

Academic Background
Kellen holds a Bachelor of Science in Finance from the University of Utah and is a Chartered Financial Analyst (CFA) charterholder. His academic achievements and professional certifications demonstrate his commitment to continuous learning and his deep understanding of the financial industry.

Areas of Expertise

• Portfolio management and investment research

• Asset allocation and risk management

• Financial analysis and market trend identification

• Client relationship management and stakeholder engagement

• Project management and operational excellence

Professional Impact
Throughout his career, Kellen has made significant contributions to the organizations he has served. At City National Bank, he led a successful project to streamline investment operations, resulting in improved efficiency and enhanced client satisfaction. As a Senior Investment Analyst at Intermountain Health, Kellen has played a pivotal role in optimizing the organization's investment portfolio, achieving risk-adjusted returns that consistently outperform industry benchmarks.

Conclusion
With a proven track record of success, Kellen Ng is a highly respected investment professional with a deep understanding of the financial markets and a passion for driving strategic investment decisions. As he continues to navigate the evolving investment landscape, Kellen remains committed to leveraging his expertise to create value for his clients and contribute to the long-term financial well-being of the organizations he serves.