Vice President, Portfolio Analyst Portfolio Advisory Group – U.S.
Kelly Bogdanova is vice president and portfolio analyst at RBC Wealth Management and specializes in equity market strategy. Specifically, she analyzes how macro events, economic conditions, fiscal issues and monetary policies impact the stock market and sectors.
She serves as co-chair of RBC Wealth Management’s Global Portfolio Advisory Committee (GPAC), which provides strategic analysis of financial markets and asset allocation guidance. Kelly regularly authors GPAC’s Global Insight Weekly strategy report and contributes to the Global Insight monthly. She also 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.
In 1999, Kelly began her securities industry career at Sutro & Co., a San Francisco–based firm. She joined RBC Wealth Management in 2002 when it acquired Sutro.
Kelly earned concurrent Bachelor of Science in Business Administration and Bachelor of Journalism degrees at the University of Missouri. She has passed the Series 7, 63, 86, and 87 securities exams.
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With trade relations more fragmented and the potential for a great power rivalry between the U.S. and China, investors need to be ready for a new paradigm.