KELLY MOFFATT, CFA®

Trust Officer,
Investment Manager
Team Member since 2021

Kelly Moffatt is a performance-driven senior portfolio manager with a long-term record of success in the investment management profession, including valuation analysis and portfolio management. He is a Financial Administration and MBA graduate of Michigan State and has been a resident of the Lansing area for the last 35-years. Kelly is a Chartered Financial Analyst (CFA®) and spent 28-years between the State of Michigan Retirement System and Ohio Teachers Retirement System. In these roles, he was a Senior Portfolio Manager and responsible for a $1.3 billion growth fund. Kelly spent the last several years as a self-employed financial planner, assisting individual clients with investment strategies to meet their long-term financial goals. He is an avid sports fan who loves cheering for the Spartans and Green Bay Packers. Kelly is also an advocate of pet adoption, and happily, pet sits for friends and family.

 

What do you love most about working at Tri-Star?

The team culture. We focus on being solutions-oriented and creating the best possible outcomes for our clients, having the opportunity to share the journey with clients and see them achieve their long-term financial goals.

What is your favorite quote?

“There are no shortcuts to any place worth going.” -Beverly Sills

What are your top three bucket list items?

1.Visit Scotland

2. Sideline field pass for a Green Bay Packers game

3. Experience flying in a fighter jet