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James Kelly

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James provides risk management services and quantitative analytics to IOR clients.


Prior to joining IOR, James was with Artisan Partners as a quantitative data scientist in the Antero Peak Group.  He generated data-driven investment insights and created a proprietary suite of tools to augment all aspects of the discretionary investment process. Before that, James was a data scientist at Weiss Multi-Strategy Advisers working alongside portfolio managers to help manage factor risks and prescribe bespoke hedging solutions to allocate risk efficiently. He analyzed large, multi-asset class portfolios to identify concentrated risks and provide solutions for more balanced portfolios. Earlier in his career, James served as risk and portfolio strategist for the Wake Forest University endowment.


James was named to aiCIO’s 40 Under 40 list in 2013-2014, has a BA in Economics and English Literature from College of the Holy Cross, and has completed graduate coursework on Data Analysis, Machine Learning, and Data Visualization. 

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