Joe Kelly – Carlton James Mollitium Investment Management Director

Joe has over 25 years of business experience within banking and financial services, having worked both in London and Switzerland. He started his career with Citi Bank, London, on the Equities Brokerage floor, moving to an Investment Manager, Di Credito Securities in Lugano, Switzerland, where he was Head of Trading and managed the Equities Derivatives Business.

During his career, he managed Hedge Funds for a joint venture between FMG Geneva and MCC Global NV, where he was responsible for both the London and Geneva Portfolio Managers. This included overseeing Investment Strategy, Risk and Operational integrity.

He has been involved in the capacity as Consultant and Co-Investor in a number of private equity transactions. His last employment position was with Tivan Investment Managers, Switzerland, managing the London Investment Book of Business, which included equities, equity derivatives, fixed income and FX, the investment offering including a value balanced and alpha portfolio strategies.

Joe is a member of the Institute of Bankers in Ireland.