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Name
Kelli P. Washington
Title
Managing Director, Cleveland Clinic Investment Office
Bio
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 $11.9 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 manager selection, investment implementation 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.
Kelli is the Executive Chair of the Alumni Board of Governors at Washington University in St. Louis as well as a member of the Washington University Board of Trustees, serving on the Audit, Undergraduate Experience and Global Engagement Committees. From 2011-2013, she was an Investment Committee Member for the Crittenton Women’s Union (now EMPath) in Boston, MA. 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, holds a B.S. in Business Administration from Washington University in St. Louis and an M.B.A from the Yale School of Management.
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 $11.9 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 manager selection, investment implementation 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.
Kelli is the Executive Chair of the Alumni Board of Governors at Washington University in St. Louis as well as a member of the Washington University Board of Trustees, serving on the Audit, Undergraduate Experience and Global Engagement Committees. From 2011-2013, she was an Investment Committee Member for the Crittenton Women’s Union (now EMPath) in Boston, MA. 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, holds a B.S. in Business Administration from Washington University in St. Louis and an M.B.A from the Yale School of Management.
