Kelly Tran, CFA in

Kelly Tran, CFA

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Managing Director, Institutional, UK at MFS Investment Management
📍 London Area, United Kingdom

Kelly Tran is the Managing Director for UK Institutional business at MFS Investment Management, bringing two decades of industry experience. A CFA charterholder and LSE graduate, her expertise covers portfolio management, ESG, and client relationship management, with previous senior roles at Newton Investment Management and J. P. Morgan.

She is a passionate advocate for creating an inclusive culture within the financial industry. Outside of her professional life, she is an accomplished musician, having achieved an advanced performance certification in piano (ABRSM Grade 8).

Kelly co-led the award-winning "Fish out of water" campaign, which was named the Diversity Projects Campaign of the Year in 2020.

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Experience
19 Years
Current Role
Managing Director, Institutional, UK
Job Level
Mid-senior
Location
London Area, United Kingdom
Personality Overview

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Decision Approach
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Priorities

Topics Kelly cares about

Diversity in Finance
A core passion demonstrated by her advocacy for inclusive culture and her award-winning campaign to improve socio-economic diversity in the investment industry.
Institutional Investing
Her current role as Managing Director and past senior positions are focused on serving the evolving and complex needs of institutional clients.
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Career

Work history

11-2021
Managing Director, Institutional, UK
MFS Investment Management
11-2014 - 10-2021
Head of UK Institutional Sales, Commercial Sustainability Lead, Client Director
Newton Investment Management
10-2006 - 9-2014
Investor, Multi asset, Emerging Markets team - Vice President
JPMorgan Chase & Co.
In the press

Media appearances

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Education
BSc
The London School of Economics and Political Science (LSE)
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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