Featuring Kelli P. Washington, CFA

Kelli P. Washington, CFA
Managing Director of Research & Investment Strategy
Cleveland Clinic Investment Office

Kelli joined the Cleveland Clinic Investment Office in 2017 as a member of the inaugural team tasked with building a fully discretionary insourced investment office. In her role, Kelli is primarily responsible for monitoring portfolio asset allocation policies, maintaining the macroeconomic research function and collaborating with the CIO on research that directs tactical asset allocation, investment decisions and hedging strategies for approximately $15.0 billion in assets across four investment pools. Additionally, Kelli conducts manager due diligence across long-only, hedged and private asset classes.

Prior to joining the Cleveland Clinic Investment Office, Kelli was a Managing Director of Investments with Cambridge Associates where she was responsible for investment implementation, manager selection, and strategy for a variety of nonprofit institutions. Prior to joining Cambridge Associates, Kelli was an Endowment Officer at Bowdoin College as well as a Senior Due Diligence Analyst with Edward Jones Investments and Portfolio Manager with the Edward Jones Trust Company in St. Louis.

In 2021, Institutional Investor named Kelli a “Rising Star” as well as one of the “Top 50 Women in Investment Management” and the Olin School of Business at Washington University selected Kelli as one of its “Distinguished Alumni.” In 2019, she was included on the CIO Magazine “NextGens” List and Institutional Investor’s “Most Wanted Allocators First Team.” Kelli is a Board Member of the Washington University (in St. Louis) Investment Management Company and the Immediate Past-Chair of the Alumni Board of Governors at Washington University in St. Louis. Additionally, from 2011 to 2014, Kelli was a Robert Toigo Foundation Alumni Regional Vice-President in Boston, MA and Washington, D.C. Kelli is a CFA Charterholder, she is an Alumna of the Robert Toigo Foundation and she earned a B.S. in Business Administration from Washington University in St. Louis as well as an M.B.A from the Yale School of Management.