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Star Mountain appoints William J. Kelly in the role of senior advisor

Investment firm Star Mountain Capital brings on board veteran William J. Kelly in the role of senior adviser for alternative investments.

Investment firm Star Mountain welcomes William J. Kelly on board as its new senior adviser
Investment firm Star Mountain welcomes William J. Kelly on board as its new senior adviser

Star Mountain appoints William J. Kelly in the role of senior advisor

Star Mountain Capital Appoints William J. Kelly as Senior Adviser

William J. Kelly, a seasoned executive with over four decades of experience in the alternative investment industry, has joined Star Mountain Capital as a senior adviser.

Kelly's extensive background includes serving as the CEO of the Chartered Alternative Investment Analyst (CAIA) Association from 2014 to 2024, and prior to that, he held the same position at Robeco Investment Management and Boston Partners Asset Management. He is also the founder of Educational Alpha, LLC, an education and thought leadership platform.

In his new role at Star Mountain Capital, Kelly will contribute to investor relations, portfolio governance, educational initiatives, and thought leadership as the firm scales its alternative investing platform. Star Mountain Capital, which manages approximately $4 billion in assets, focuses on direct investments in the lower-middle market through debt and equity and secondary investments.

Kelly's appointment comes as Star Mountain Capital continues to grow and strengthen its position in the alternative investment ecosystem. Brett Hickey, founder and CEO of Star Mountain Capital, considers Kelly a respected voice dedicated to advancing best practices across alternative investments and improving outcomes for investors. Kelly himself expressed alignment with Star Mountain’s mission-driven values, such as integrity, education, and long-term stakeholder alignment.

Kelly's role at Star Mountain Capital will involve strengthening the firm's position through governance and investor engagement while promoting higher standards of education and transparency.

Background

  • Former CEO of CAIA Association (2014-2024)
  • CEO of Robeco Investment Management
  • CEO of Boston Partners Asset Management
  • Founder of Educational Alpha, LLC
  • Over 40 years in alternative investment industry leadership

Current Role at Star Mountain Capital

  • Contributing to investor relations
  • Portfolio governance
  • Educational initiatives
  • Thought leadership

Additional Information

  • William J. Kelly currently serves as the chairman and lead independent director of the Boston Partners Trust Company.
  • He is an independent director and audit committee chair of the Artisan Partners Funds.
  • Kelly sits on the advisory board of the Certified Investment Fund Director Institute (IOB Dublin).
  • Prior to his role at the CAIA Association, William J. Kelly was the chief executive of Boston Partners.
  • The CAIA Association is a global professional body for the alternative investment sector.
  1. With his extensive background in the alternative investment industry, William J. Kelly's role at Star Mountain Capital will focus on contributing to investor relations, portfolio governance, educational initiatives, and thought leadership as the firm scales its alternative investing platform.
  2. Kelly's appointment at Star Mountain Capital aligns with his mission-driven values, such as integrity, education, and long-term stakeholder alignment, which he has demonstrated throughout his career in finance, investing, and business, including his previous positions at the CAIA Association, Robeco Investment Management, Boston Partners Asset Management, and Educational Alpha, LLC.

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