Kelly Kowalski, CFA in

Kelly Kowalski, CFA

Supporter · DISC type s
Head of Investment Strategy at MassMutual
📍 Greater Boston, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
13 Years
Current Role
Head of Investment Strategy
Job Level
Mid-senior
Location
Greater Boston, United States
Personality Overview

How Kelly shows up

Slow To Decisions
Thoughtful In Approach
Social Proof Driven

They prefer to follow rules and procedures. They are good and approachable with everyone, internally and externally. They are unlikely to become strong champions as they don't prefer pushing other people.

Priorities

Topics Kelly cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

4-2024
Head of Investment Strategy
MassMutual
12-2019 - 4-2024
Portfolio Manager
MassMutual
6-2014 - 12-2019
Director - Research and Asset Allocation
MassMutual
6-2012 - 5-2014
Associate Director
UBS Investment Bank
6-2011 - 8-2011
Summer Associate Equity Research
UBS Investment Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2010 - 2012
Master of Business Administration (MBA)
Carnegie Mellon University - Tepper School of Business
2006 - 2010
Bachelor of Arts
Bethany College
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other MassMutual Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Kelly. Free, 10 seconds.