Ryan C. Kelley, CFA

Chief Investment Officer and Portfolio Manager
  • 28
    Years of Investing Experience

Ryan brings over two decades of financial services experience to his role as Chief Investment Officer and Portfolio Manager at Hennessy Funds.

Ryan began his career as an associate in corporate finance at FBR & Co., a leading investment bank, and later joined their institutional equity research team. He was named to the FBR Funds Portfolio Management team in 2005. Ryan joined Hennessy Funds in 2012 through the acquisition of FBR Funds, and he was promoted to Chief Investment Officer in 2021 to lead our team of investment professionals.

Ryan received a BA from Oberlin College, and he is a CFA charterholder and a member of both the CFA Society Boston and the CFA Society North Carolina.

Managed Funds

Fund Documents Fund Facts
Fund Name Manager Commentary Fact Sheet MorningStar Fund Category Inception Date Worked on Fund Since
Cornerstone Growth Fund Small Blend 11/1/96 2017
Cornerstone Mid Cap 30 Fund Small Value 9/17/03 2017
Cornerstone Large Growth Fund Large Value 3/20/09 2017
Cornerstone Value Fund Large Value 11/1/96 2017
Total Return Fund Moderate Allocation 7/29/98 2017
Balanced Fund Moderately Conservative Allocation 3/8/96 2017
Gas Utility Fund Utilities 5/10/89 2012
Large Cap Financial Fund Financial 1/3/97 2005
Small Cap Financial Fund Financial 1/3/97 2005
Technology Fund Technology 2/1/02 2017

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