Kelly Bogdanova

Vice President, Portfolio Analyst

Kelly Bogdanova

Vice President, Portfolio Analyst

Kelly Bogdanova specializes in equity market strategy—specifically, the analysis of how macro events, economic conditions, fiscal issues, and monetary policies impact the stock market and sectors.

She is co-chair of RBC Wealth Management’s Global Portfolio Advisory Committee (GPAC), which provides strategic analysis of financial markets and asset allocation guidance. Bogdanova regularly authors GPAC’s Global Insight Weekly strategy report, contributes to the Global Insight monthly, and writes thematic reports about timely investment topics. As a member of the U.S. Investment Committee, she helps determine equity allocations and manage multi-asset class portfolios.

Bogdanova began her securities industry career in 1999 at Sutro & Co., a San Francisco-based firm. She joined RBC Wealth Management in 2002 when it acquired Sutro.

Bogdanova earned concurrent Bachelor of Science in Business Administration and Bachelor of Journalism degrees at the University of Missouri. She holds Series 7, 63, 86, and 87 licenses with FINRA.

Kelly Bogdanova's content

figure
Investing

Oil prices: Is the energy bull awakening?

Last updated: April 19, 2018

Crude oil’s bounce to multiyear highs isn’t a mirage as the move is grounded in sturdy fundamentals. Given the supportive backdrop for energy stocks, we would overweight U.S. energy in portfolios.

2 minute read
figure
Analysis

How to invest when geopolitics are present and tense

While the equity market’s reaction to geopolitical crises has often been more muted than one may expect, investors should factor risks into portfolio decisions.

3 minute read
figure
Investing

China tariffs: The opening salvo

The U.S. tariffs on China and a potential Chinese retaliation leave equity markets vulnerable to volatility and additional downside. Yet as long as the spat doesn’t seriously crimp the U.S. economy and corporate earnings, markets should work through this uncertainty.

3 minute read