Michael Kelly
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Michael Kelly

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Michael Kelly is an Amazon #1 bestselling author in Wealth Management, Economic History, and Portfolio Management, with over a decade of experience on Wall Street and in academia. His #1 bestseller, The Wealth Almanac, distills historical financial wisdom into practical wealth-building strategies, drawing from his experience at tier-1 investment banks including Barclays, UBS, and Mizuho Securities. Michael has specialized in structured finance, trade finance, and institutional capital raising throughout his career. Currently a senior manager in data and analytics at Capgemini, Michael leads financial transformation initiatives for major financial institutions. He is also the founder of Investment Science LLC and SageFusion, where he pioneers AI-driven treasury management solutions. As an adjunct professor at Hofstra University (presently), Baruch College (formerly), and Yeshiva University (formerly), Michael teaches data analytics, entrepreneurship, and information systems. He is pursuing his Doctor of Business Administration at Baruch College's Zicklin School of Business, researching capital access for underserved entrepreneurs. Michael holds an MS in Entrepreneurship from Indiana University's Kelley School of Business, a Graduate Banking Diploma from University of Pennsylvania's Stonier Graduate School of Banking, and a BBA in Computer Information Systems with an Economics minor from Baruch College. He completed additional finance coursework at Coastal Carolina University and maintains Scrum certifications (CSPO, CSM, CAM) along with CITI Program research licensure. Based in New York, Michael is passionate about democratizing financial knowledge and expanding capital access for entrepreneurs who have been traditionally excluded from institutional funding.
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