Michael Kelly in

Michael Kelly

Login to view DISC.
Senior Manager - Banking, Data & AI Transformation (Government & Financial Services) at Capgemini
📍 New York City Metropolitan Area, United States

Michael is a Senior Manager at Capgemini specializing in AI and data transformation for banking and government clients, and the Founder of consulting firm Investment Science. An Amazon #1 best-selling author, he leverages over a decade of experience in banking technology and wealth management. He is a graduate of the ABA Graduate School of Banking at The Wharton School.

Described by colleagues as tenacious, kind, and result-oriented, Michael is known for his supportive nature and strong work ethic. He has a lifelong interest in numbers, technology, and entrepreneurship, which he has pursued since he began investing at age 14. People who have worked with him often call him responsive, kind, and a great team player.

His book, "The Wealth Almanac, " became a #1 bestseller on Amazon in three separate categories: Wealth Management, Economic History, and Investing Portfolio Management.

Read the full overview →
Experience
5 Years
Current Role
Senior Manager - Banking, Data & AI Transformation (Government & Financial Services)
Job Level
Middle
Location
New York City Metropolitan Area, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Michael cares about

AI in Finance
He advises banking clients on AI strategy at Capgemini and founded Sagefusion, an AI-driven asset management platform for accredited investors.
Wealth Management
He is the Amazon #1 best-selling author of "The Wealth Almanac" and has over a decade of expertise in wealth management strategy.
+5 more topics Login to view topics
Career

Work history

9-2025
Senior Manager - Banking, Data & AI Transformation (Government & Financial Services)
Capgemini
Founder
Investment Science
11-2020
Founder
Sagefusion
Founder
Investment Science Realty
Founder
Strategic Dealspace
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2021 - 2023
ABA Graduate School of Banking
The Wharton School
2021 - 2023
Stonier Diploma
ABA Stonier Graduate School of Banking
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Capgemini 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 Michael. Free, 10 seconds.