![Kelly Rogal](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Kelly Rogal
Corporate Officer/Principal chez
The Phi Beta Kappa Society
Profil
Ms. Kelly Rogal, CFA, is a Senior Research Analyst at Sands Capital Management LLC and a Member at The Phi Beta Kappa Society.
She joined Sands Capital in 2024, bringing significant experience investing in therapeutics, in tools and devices, and in ex-U.S.
opportunities.
Before joining the firm, she was a director and the global healthcare sector head for Wafra, an alternative asset management firm owned by the Public Institution for Social Security of Kuwait.
She also worked as a research analyst on innovative technology businesses at Franklin Templeton, where she was a co-portfolio manager on strategies focused on genomics and medical devices.
In addition, she was a commodity trading analyst at BNP Paribas, a fixed income analyst at Oak Hill Advisors, and a long/short research associate at Falcon Point Capital.
Ms. Rogal received a BA from the University of California, Berkeley.
Postes actifs de Kelly Rogal
| Sociétés | Poste | Début |
|---|---|---|
The Phi Beta Kappa Society
 The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services Operates as a organisation for liberal arts and science education | Corporate Officer/Principal | 17/05/2011 |
Sands Capital Management LLC
 Sands Capital Management LLC Investment ManagersFinance Sands Capital employs fundamental, bottom-up, and company-focused research in their investment process. The firm identifies and invests in high-quality businesses that can generate sustainable, above-average earnings growth over time, globally. The strategies they offer are typified by deep, proprietary, business-focused global research, concentration, and a long-term investment horizon. | Analyst-Equity | 01/11/2024 |
Anciens postes connus de Kelly Rogal
| Sociétés | Poste | Fin |
|---|---|---|
Wafra, Inc.
 Wafra, Inc. Investment ManagersFinance Wafra seeks to provide long-term investment return solutions that span not just years, but generations. The firm pursues two broad investment styles which can be further refined into strategies targeting specific asset classes: (1) direct investments; and (2) investments in underlying funds on behalf of one or more advisory clients. They invest across a number of asset classes, including strategic partnerships, alternative finance, real assets, real estate, liquid markets, and private equity and venture capital. | Analyst-Equity | 01/12/2024 |
Franklin Advisers, Inc.
 Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Analyst-Fixed Income | 01/12/2022 |
Merrill Lynch & Co., Inc. /Old/
 Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Corporate Officer/Principal | - |
Falcon Point Capital LLC
 Falcon Point Capital LLC Investment ManagersFinance Falcon Point focuses on small-cap growth companies and seeks to provide alpha to their clients over the long-term through a disciplined bottom-up research methodology. The firm's primary equity strategies include Smaller-Cap Opportunities Strategy, SMID-Cap Strategy, Long/Short Strategy, and The High Yield Strategy. | Analyst-Equity | - |
Formation de Kelly Rogal
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
85
Relations au 1er degré
7
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 7 |
|---|---|
Falcon Point Capital LLC
Falcon Point Capital LLC Investment ManagersFinance Falcon Point focuses on small-cap growth companies and seeks to provide alpha to their clients over the long-term through a disciplined bottom-up research methodology. The firm's primary equity strategies include Smaller-Cap Opportunities Strategy, SMID-Cap Strategy, Long/Short Strategy, and The High Yield Strategy. | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Provides wealth management, securities trading and sales, corporate finance and investment banking services | Finance |
Wafra, Inc.
Wafra, Inc. Investment ManagersFinance Wafra seeks to provide long-term investment return solutions that span not just years, but generations. The firm pursues two broad investment styles which can be further refined into strategies targeting specific asset classes: (1) direct investments; and (2) investments in underlying funds on behalf of one or more advisory clients. They invest across a number of asset classes, including strategic partnerships, alternative finance, real assets, real estate, liquid markets, and private equity and venture capital. | Finance |
Sands Capital Management LLC
Sands Capital Management LLC Investment ManagersFinance Sands Capital employs fundamental, bottom-up, and company-focused research in their investment process. The firm identifies and invests in high-quality businesses that can generate sustainable, above-average earnings growth over time, globally. The strategies they offer are typified by deep, proprietary, business-focused global research, concentration, and a long-term investment horizon. | Finance |
Franklin Advisers, Inc.
Franklin Advisers, Inc. Investment ManagersFinance Franklin Advisers provides advisory services to a range of products and separate accounts which utilize various investment strategies including equity, fixed income, core, hybrid, and multi-asset strategies. The firm employs fundamental, bottom-up investment analysis to select securities within a specific sector or industry. | Finance |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Phi Beta Kappa Society
The Phi Beta Kappa Society Miscellaneous Commercial ServicesCommercial Services Operates as a organisation for liberal arts and science education | Commercial Services |
