About Kelly GushueYour Personal Finance Warrior
I am a financial professional with 15 years of investment, money management and personal finance experience in finance roles across the investment industry. I am passionate about empowering individuals to take ownership and responsibility for their personal finances. I have worked at several financial firms in various roles as an equity research analyst, financial advisor and portfolio consultant. I decided to launch my own company so that I can keep the consumer at the center of my business and empower you to make better financial decisions.
In my finance roles, I have advised various clients on portfolio management. This included how to improve the investment returns and lower the risks of investment portfolios through asset allocation based on individual needs and preferences. My goal is to make these concepts and tactics accessible to consumers so that you can make educated and informed decisions about your own portfolios.
My mother Maryann was my inspiration to master personal finance concepts. She was raised to be a homemaker and to hand over financial responsibility to my father. When she divorced, she was forced to learn these personal finance skills on her own, and instilled in me the importance of taking responsibility for my finances at every life stage.
Before launching Personal Finance Warrior, I worked as a Portfolio Consultant at Natixis Global Asset Management. I advised top financial advisors across the country on asset allocation and risk management and served as a member of the Investment Committee. I have also held various positions at State Street Global Advisors, Citi and JPMorgan. I have a BA from Harvard College and an MBA from the Booth School of Business at The University of Chicago.
Personally, my joy is traveling and I have pursued various international experiences to learn about people and cultures all over the world. I have visited 53 countries (still counting) and have lived in London, Sydney, San Francisco, Shanghai, Chicago, Bangalore, Hong Kong and Boston. I consider myself a global citizen and look forward to connecting with you wherever you live in the world.
I would love the opportunity to speak at your company, your women’s professional network or your organization! Please contact me if you would like more information.