Kelli Washington

Managing Director of Research & Investment Strategy, Cleveland Clinic Investment Office

Kelli joined the Cleveland Clinic Investment Office in 2017 as a member of the team tasked with building a fully discretionary insourced investment office. In her role, Kelli is primarily responsible for monitoring portfolio asset allocation policies, maintaining the macroeconomic research function, and collaborating with the CIO on research that directs tactical asset allocation, investment decisions, and hedging strategies for approximately $15.0 billion in assets across three investment pools. Additionally, Kelli conducts manager due diligence across long-only, hedged, and private asset classes. Prior to joining the Cleveland Clinic Investment Office, Kelli was a Managing Director of Investments with Cambridge Associates where she was responsible for manager selection, investment implementation, and strategy for a variety of nonprofit institutions. Prior to joining Cambridge Associates, Kelli was an Endowment Officer at Bowdoin College as well as a Senior Due Diligence Analyst with Edward Jones Investments and Portfolio Manager with the Edward Jones Trust Company in St. Louis. In 2021, Institutional Investor named Kelli a “Rising Star”, as well as one of the “Top 50 Women in Investment Management” and the Olin School of Business at Washington University, selected Kelli as one of its “Distinguished Alumni.” Kelli is a CFA Charterholder, an Alumna of the Robert Toigo Foundation and she earned a B.S. in Business Administration from Washington University in St. Louis as well as an M.B.A from the Yale School of Management.

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