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Neil Chelo, CFA, CAIA, FRM

Advisor Greater Seattle Area, US

Director of Research, BenchmarkPlus Management. Previously Portfolio Manager, Rampart Investment Management.

Director of Research, BenchmarkPlus Management. Previously Portfolio Manager, Rampart Investment Management.

followers
following
2 vouches

Involved In

Positions

Director of Research Benchmark Plus Management LLC October 2003 - present
Portfolio Manager Rampart Investment Management 1995 - 2003
Trust Supervisor BNY Mellon (The Boston Company) September 1993 - April 1996

Education

Bentley University Master of Finance 1993 - 2000

Interested In

Markets of Interest
  • • Financial Services

You Should Know About Me

Key Accomplishments

Not completed yet

2
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Vouches Given

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Judd Lee
Chief Financial Officer, SignalSense, Inc. and Advisor, SignalSense, Inc..
Neil is particularly strong at understanding and conducting due diligence on hedge fund manager strategies and trades. He is very detailed ... oriented and digs very deep in his diligence to understand all aspects of the alpha opportunities.
Jeremy Gollehon
We worked together  •  Director, Novus Partners, Inc.. Previously First Employee to CTO/Partner, BenchmarkPlus Management.
Neil brings unique and thoughtful perspectives to the table in every conversation. With a highly risk averse nature, he is extremely succes ... sful in his own right, and provides is a great offset to the rose colored perspective of most entrepreneurs. He is a great friend and adviser.

Jeremy Gollehon
We worked together  •  Director, Novus Partners, Inc.. Previously First Employee to CTO/Partner, BenchmarkPlus Management.
I worked with Jeremy from 2003 to 2013. Over those ten years he constantly came up with creative solutions to take our business to the next ... level. His software creations were incredibly effective and easy to use. Analytics that would once take hours upon hours he was able to provide a solution to in seconds. He is one of the few people I have worked with in my life that I am willing to provide a reference for.