Adam Kelsey, CFA

Enthusiast
DISC Type : i

Senior Product Specialist at Elevation Point

Greater Minneapolis-St. Paul Area, United States

Overview

Adam Kelsey is a Senior Product Specialist at Elevation Point and a CFA charterholder with expertise in identifying undervalued investment opportunities. A graduate of Hamilton College, he has a strong background in equity research, financial modeling, and analysis for hedge funds and asset managers.

While his professional life is well-documented, details about his personal hobbies and interests are not publicly available.

In a previous role, Adam built two quantitative equity models and streamlined client reporting, which led to an efficiency increase of over 90%.

Personality Overview

Amiable & Agreeable

Consensus Focused

Non-Confrontational

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Equity Research
His career is centered on deep equity research, fundamental analysis, and identifying investment opportunities for institutional clients, particularly in technology and healthcare sectors.
Financial Modeling
He has hands-on experience building robust financial models, including developing two quantitative equity models for separate investment strategies at a previous firm.
Fintech & Digital Currencies
In his role as an Equity Research Analyst, he was responsible for monitoring the fintech and digital currency sectors daily to identify emerging investment prospects.

Media Appearances

Adam has no verified media appearances

Work History

10-2024 - 5-2025
Senior Product Specialist at Elevation Point
3-2018 - 5-2024
Equity Research Analyst at Craig-Hallum Capital Group
5-2017 - 1-2018
Investment Analyst at Hightower Advisors
10-2016 - 4-2017
Business Development Specialist at Balter Liquid Alternatives, LLC
6-2015 - 9-2016
Associate Regional Director at Wells Fargo Asset Management

Education

2009 - 2013
Bachelor of Arts - BA from Hamilton College
Education details unavailable from Salisbury School

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Minneapolis-St. Paul Area, United States Job Level : N/A Designation : Senior Product Specialist at Elevation Point
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Insights For Selling To Adam

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Ask them how their day is going or exchange some other pleasantries
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Avoid overloading them with too much information
  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Adam is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Adam

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Adam move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Adam take some risk or not?

  • They can take some low-probability risks if needed.

You And Adam

Personality Compatibility


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