Arseniy Kelman
Certified Financial Planner (CFP) with 15 years of experience in investment and wealth management.
Head of Investment Department at a U.S.-based brokerage firm.
Advising over 130 investors across the U.S.

+1 939 229 4928 Whats App

My services
  • For private clients
    I offer comprehensive investment support tailored to individual goals, financial situations, and risk tolerance
    Key services include:
    – Personalized investment strategy
    – Active and long-term portfolio management
    – Capital preservation and risk control
    – Tactical asset allocation and rebalancing
    – U.S. and international market access
    – Day trading support (when applicable)
    – Transparent reporting and ongoing support
  • For commercial clients
    I work with companies, funds, and financial departments, offering independent investment consulting and strategic capital management.
    Services include:
    – Institutional portfolio structuring
    – Asset allocation and risk analysis
    – Liquidity management
    – Market entry strategies (U.S. and EU)
    – External investment desk support
    – Long-term capital planning
    – Discreet strategic advisory for executive-level decisions
    Solutions are tailored for private firms, family offices, and financial institutions looking to optimize their capital and investment exposure.
Contact Me
Work experience and practice
I have over 15 years of experience in finance and investment management.

Key positions:
🔹 2017 – Present

Head of Investment Department, U.S.-based brokerage firm
— Managing investment strategies for over 130 clients across the U.S. and Europe
— Supervising a team of analysts and portfolio managers

🔹 2011 – 2017

Senior Investment Advisor, Deutsche Bank
— Structured solutions for high-net-worth clients
— Specialized in cross-border investment products

🎓 Education:
— Master's in Business, Prague University of Economics
— Master's in Economics, Geneva School of Finance
Consultation Tiers

One-Time Consultation

Portfolio review, strategy outline, and tailored recommendations. Ideal for independent investors needing direction.
Advisory Support
Ongoing strategic updates, regular consultations, and market monitoring. Suitable for long-term planning and asset growth.


Private Mandate / Family Office
End-to-end investment management, access to exclusive instruments, long-term capital strategy, and full oversight
Latest news and relevant materials
CFA Institute
CFA Institute is a global organization that awards the prestigious Chartered Financial Analyst (CFA) designation — a mark of excellence in investment management, asset analysis, and financial expertise.
CFP (Certified Financial Planner)
CFP (Certified Financial Planner) is a globally recognized certification for financial advisors. It proves expertise in financial planning, investing, taxes, and risk management.
Risk Management and Compliance on Financial Markets
Risk Management and Compliance on Financial Markets ensure stability and trust in global finance. They focus on identifying and mitigating risks while strictly adhering to regulations, protecting both investors and institutions.
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