Kelly Carbone, Principal of Deprince, Race & Zollo (Winter Park, FL)

Career

Kelly Carbone is a control person of Deprince, Race & Zollo and directly owns under 5% of it. Kelly Carbone holds a B.S. in Finance from the University of Florida and an M.B.A. from the University of Central Florida.

Deprince, Race & Zollo is an investment adviser based in Winter Park, FL, registered with the SEC since 1995. It provides investment management. Its clients include pension and profit-sharing plans, state or municipal government entities, and pooled investment vehicles. Its regulatory assets under management total $5.89 billion, as filed on 8 May 2026. Its fees, ownership and offices are on the firm’s profile.

Kelly W. Carbone is Managing Partner of DePrince, Race & Zollo. Carbone is also a Board Member and joined the firm in 1995. Earlier, Carbone worked in client service at SunBank Capital Management.

Key facts

CRD: 5315410
Firm: Deprince, Race & Zollo · CRD 112099
Role: Principal, MGMT Committee Member
In role since: April 2001 · 25 years
Control person: Yes
Direct ownership: Under 5%
Firm headquarters: Winter Park, FL
Individual registration: No current adviser record · SEC search
Disciplinary history: Not yet shown here · SEC record
Firm bio: drz-inc.com

Common questions

Where does Kelly Carbone work?

Kelly Carbone has been Principal, MGMT Committee Member of Deprince, Race & Zollo, Inc. since April 2001, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 8 May 2026

How can I verify Kelly Carbone’s record?

Kelly Carbone’s role is listed on Deprince, Race & Zollo, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 112099.

Source: Form ADV, Schedule A, filed 8 May 2026