Kelly O'Malley

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.

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.

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

2023

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

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