Kelsie Bouchard Steps into Prominent Role at CEI

Investor - People | May 12, 2025 | CEI Ventures Inc

Coastal Enterprises, Inc. (CEI) has appointed Kelsie Bouchard as the new Chief Lending and Investment Officer after a comprehensive national search led by Broadview Talent Partners. In her new role, Bouchard will manage a team responsible for deploying capital within Maine's small business sector and oversee CEI's expanding loan and investment portfolio, now valued at a record $78 million. Since joining CEI in 2019, Bouchard has provided expertise in loan underwriting, portfolio management, and led operations for CEI Notes, a fixed income product for mission-aligned investors. Before CEI, Bouchard honed her skills in risk management at Morgan Stanley in New York, focusing on equity derivatives and secured financing risk. Having grown up in Fort Kent, Maine, and residing in South Portland, she represents a leadership rooted in local commitment and global financial understanding. CEI, committed to integrating finance, expertise, and policy for equitable economic development, sees Bouchard as a pivotal figure in advancing its mission.

Sectors

Private Equity
Investment Banking
Community Development

Geography

United States – The activities and promotion pertain to CEI's operations, which are concentrated in Maine, USA.
Maine – CEI is headquartered in Maine, and Bouchard's role focuses on small business development within this state.

Industry

Private Equity – CEI Ventures operates as a private equity firm focused on mission-driven investment, fitting the context of this appointment and portfolio management.
Investment Banking – Kelsie Bouchard's previous experience at Morgan Stanley in risk management relates to the broader sector of investment banking, which is relevant given her new responsibilities at CEI.
Community Development – CEI focuses on finance and policy solutions for community development in Maine and similar regions, highlighting its mission-driven approach.

Financials

$78MM – Current value of CEI's loan and investment portfolio that Kelsie Bouchard will oversee.

Participants

Name	Role	Type	Description
Coastal Enterprises, Inc. (CEI)	Employer	Company	A mission-driven organization focused on economic development in Maine and rural areas through integrating finance, business expertise, and policy solutions.
Kelsie Bouchard	Chief Lending and Investment Officer	Person	Recently promoted executive at CEI responsible for leading investment and lending operations.
Broadview Talent Partners	Recruitment	Company	Conducted the nationwide search for the candidate who would fill the Chief Lending and Investment Officer position at CEI.
Morgan Stanley	Former Employer	Company	Kelsie Bouchard's prior workplace, where she specialized in risk management in equity derivatives and secured financing.