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Kelly Branco

CFO

Why Fulcrum?

Fulcrum prides itself in having cultivated a collaborative culture supporting entrepreneurial visions. As a supporter of diverse perspectives, working as a team and thinking “out of the box”, the Fulcrum mission aligns extremely well with my foundational values and motivation. Fulcrum offers me the perfect balance of opportunities for personal and professional development, accountability for the continued growth of the firm, and working as a team to go further, faster.

Outside Fulcrum

As both my younger brother and oldest child have an autism diagnosis, I have been a disability advocate throughout nearly my entire life from acting as Special Education PTA Chair to writing a book on neurodiversity awareness. The experience I have had with those who comprehend things in a unique way affords me the ability to create a customized approach to bringing out the best in myself, my team and our operating partners.

Experience

Tremblant Capital Group

  • CFO and CCO, 2013-2024

InvestOps

  • Featured Speaker, 2024

Hedge Fund US Leadership Summit

  • Featured Speaker, 2023

HFM Billion Dollar Club Summit

  • Featured Speaker, 2022

NYSSCPA

  • Emerging Leaders Award, 2021

100 Women in Finance

  • Featured Speaker, 2018

DTCC

  • T+2 Industry Working Group, 2015-2017

FTF News SecOps USA Conference and ReCon

  • Featured Speaker, 2015-2016

Ernst & Young

  • Senior Financial Services Auditor, 2011-2013

Protiviti Inc.

  • Experienced Consultant, 2010-2011

Virginia Society of CPAs

  • Board Member and Young CPA Chair, 2009-2011

Clifton Gunderson

  • Senior Healthcare Auditor, 2008-2010

First Citizens Bank

  • Credit Support Analyst, 2006-2007

Education

Meredith College

  • B.S. Accounting, Minor Economics, 2005-2007

George Washington University

  • M.P.S Strategic Public Relations, 2012-2014

Certified Public Accountant

  • New York, 2016

Harvard Business School

  • Certificate, Business Analytics and Leading with Finance, 2023