Kellie H. McDowell, CFA, CDFA

Investment Consultant

Kellie H. McDowell, CFA, CDFA

Investment Consultant

14 Years Experience

Kellie is an Investment Consultant, joining Welch Hornsby in that capacity in 2015. Kellie began her career with SunTrust Banks, Inc. in the corporate banking division. She subsequently moved to its asset-management subsidiary, TRUSCO Capital Management Inc., where she had responsibility for developing Institutional Client relationships. Upon starting a family, she joined her husband’s private investment company, and they moved to Birmingham, in 1997. Kellie holds the Chartered Financial Analyst designation and has 20 years of investment experience involving publicly traded securities and private equity. She holds a Bachelor of Arts degree (Fine Arts – Art History) with a minor concentration in Business Administration from Vanderbilt University.

Kellie has been active in a wide variety of civic organizations including the Birmingham Museum of Art, the Birmingham Zoo, the Alabama Ballet, Birmingham Botanical Gardens, and the Alabama Symphony Orchestra. She has also been active with Fixed Point Foundation and currently serves on the board of Cornerstone Schools of Alabama.

Kellie and her husband, Michael, have one daughter, and are members of the Cathedral Church of the Advent.