Kelli Anne Schrade

Executive Director, Institutional Consultant

(312) 648-3076(312) 648-3076

Kelli Schrade is the Executive Director at Graystone Consulting’s Stephans Van Liew & Oiler Group. With over 20 years of professional experience in the investment consulting and asset management industry, Kelli oversees manager due diligence and research efforts. Kelli is a recognized industry leader, speaking at top investment conferences on topics from alternative investments to asset allocation to macroeconomic themes. In addition, Kelli has been quoted throughout the national media, including Barron’s and the Wall Street Journal.

Prior to joining Graystone Consulting, Kelli was a Partner and Director of Manager Research for Marquette Associates, overseeing $130 billion in client assets. Kelli spent over a decade with Marquette and was both an owner of the firm and instrumental in the organization’s growth and success. Before joining Marquette, Kelli was an Investment Advisor with Christian Brothers Investment Services. She began her career at Morningstar, Inc. where she served as a Managing Editor and Fund Analyst for more than 7 years, specializing in U.S. equity funds.

Kelli has also been dedicated to serving her community. She had held leadership positions for Women Investment Professionals, including Membership Chair. Currently, she serves on the Board of Directors for Deborah’s Place, which provides support for women experiencing homelessness in the Chicago area. In addition, Kelli is a member of the CFA Institute, the CFA Society of Chicago, NASP (National Association of Securities Professionals), Forefront, ICCR (Interfaith Center on Corporate Responsibility) and the Executives’ Club of Chicago

Kelli earned her B.A, in English from Kenyon College and an M.B.A. with honors from The University of North Carolina’s Kenan-Flagler Business School. She holds the Chartered Alternative Investment Analyst (CAIA®) designation and is a member of the CAIA Association.

Securities Agent: IL, WI, WA, VA, TX, SC, PR, PA, OR, OK, OH, NY, NV, NJ, ND, NC, MO, MN, MI, MD, MA, IN, IA, GA, FL, DE, CT, CO, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1629342

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