Kelly Mahoney

Critic
DISC Type : C

General Manager & Head of Institutional Partnerships at Ethic

New York, New York, United States

Overview

Kelly Mahoney is the General Manager and Head of Institutional Partnerships at Ethic, specializing in impact investing. Her career has progressed from analyst roles at UBS to leading growth and strategic partnerships. She holds Series 7 and 66 certifications and is a graduate of Villanova University.

Outside of her professional life, Kelly was a dedicated Division I athlete at Villanova University. As a member of the womens rowing team, she demonstrated a strong commitment to both her sport and her studies, earning academic honors for her performance.

Unique fact: Kelly was recognized as a Big East Academic All-Star for her achievements as a collegiate rower.

Personality Overview

ROI Driven

Precise

Negotiator

They are quite likely to negotiate on pricing or other key terms.  They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

Topics They Care About

Impact Investing
Her entire career at Ethic, from Director of Growth to General Manager, has been focused on driving the mission of sustainable and impact-focused finance.
Institutional Growth
Her current title and previous roles as Director of Growth highlight a key focus on building and scaling business through strategic partnerships.
Positive Company Culture
In a hiring post, she emphasized looking for "neat" and "nice people, " signaling that she values a collaborative and positive work environment.

Media Appearances

Kelly has no verified media appearances

Work History

5-2024 - 9-2025
General Manager & Head of Institutional Partnerships at Ethic
2-2022 - 5-2024
Director of Growth at Ethic
10-2021 - 2-2022
Associate Director of Growth at Ethic
1-2018 - 10-2018
Associate at UBS
8-2016 - 12-2017
Business Analyst at UBS

Education

Bachelors from Villanova University
Education details unavailable from Darien High School

More Information

Social Presence :

Prographics :

Exp : 11 Location : New York, New York, United States Job Level : N/A Designation : General Manager & Head of Institutional Partnerships at Ethic
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Be formal and objective, they will appreciate it more
  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Do not use very emotional or colorful language
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Strong evidence of ROI, effective pricing, and proven data points matter the most to them.
  • Will you ever get a clear answer from Kelly

  • It is not very hard for them to say no if they are not convinced about the decision.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They are neither the fastest nor the slowest decision makers, they are somewhere in the middle.
  • Can Kelly take some risk or not?

  • They can bear some risk if their analysis backs the decision.

You And Kelly

Personality Compatibility


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