Skip to content

Kelly Klatik



Kelly Klatik as CEO of Cypress Hills, brings over 30 years of experience in investment banking and asset management. He led the structured product initiatives during his tenure as the Head of Capital Markets at Investment Planning Counsel, as part of Power Financial Group. Kelly played a pivotal role in the underwriting and distribution of over $3.5 billion in structured finance transactions, primarily in alternative and income-oriented assets. Additionally, Kelly spearheaded the creation of in-house structured products, overseeing investment strategy development, portfolio manager selection, and effective distribution within IPC’s retail network. His professional expertise is complemented by an MBA and an ICD.D designation, highlighting his acumen in asset management and financial strategy.

Key Responsibilities

At Cypress Hills Partners, Kelly Klatik focuses on steering the firm’s strategic direction, particularly in underwriting and investment decisions. He is responsible for aligning the company’s financial operations with its strategic goals, leveraging his extensive experience to maintain Cypress Hills’ leading position in the private credit market. His role encompasses driving innovative financial solutions and ensuring the firm’s adherence to high standards of risk assessment and management.

Back To Top