Jolie Keller

DIRECTOR OF INVESTMENT RESEARCH

Jolie joined Pegasus Partners’ predecessor firm in 2014 and has served as Director of Investment Research since then. Her role focuses on manager due diligence, covering ETFs, mutual funds, separately managed accounts, and private alternative investments. Jolie is also responsible for cultivating and supporting our investment manager partnerships. 

Prior to Pegasus Partners, Jolie worked for Capital Markets Consultants (CMC) as a Senior Analyst. While at CMC, Jolie chaired their Investment Policy Committee, managed client relationships and performed due diligence on public investments.

Jolie was awarded the Chartered Financial Analyst designation in 2003 and is a member of the CFA Institute and CFA Society of Milwaukee. In addition, she serves as a board member for the Children’s Wisconsin Sub-Investment Committee. She has a daughter at Texas A&M and enjoys cycling, sporting events, and traveling in her free time.