Brian has over 20+ years of experience in financial markets across multiple asset classes in both public and private securities. Brian has held a number of senior capital formation roles within private markets and alternative investments, and most recently was the Head of Sales and Investor Relations at a pre-IPO growth and late-stage Investment Manager. Previously, Brian spent the bulk of his career within the Sales & Trading function at multiple Broker-Dealers on both Equities and Fixed Income desks, was an Assistant Controller at prominent US-based Hedge Fund, and began his career at PriceWaterhouseCoopers LLP. Brian has a proven track record as a relationship builder with expertise in portfolio management, investment syndication, transaction structuring and deal origination. Brian graduated with a BS in Finance from Lehigh University, holds FINRA Series 7, 63, and SIE licenses, and is also a CFA Charterholder and Certified Public Accountant (CPA).
Brian Kelley