Bill Kelleher, Cmt Email and Phone Number
Bill Kelleher, Cmt work email
- Valid
- Valid
Bill Kelleher, Cmt personal email
- Valid
Bill Kelleher, Cmt phone numbers
Navigating markets for the last 20 years beginning with 8 years managing/trading a Specialist book of equities for large institutions on the floor of the Boston Stock Exchange. Core investment strategies evolved from a tactical specialist to a more strategic investment manager with experience working with technical, fundamental, & quantitative analysis. The fusion of the analysis disciplines along with vast experience in producing risk adjusted returns provided Bill with a unique set of skills to enhance the process of any portfolio management style. *2003 Bill joined Chartered Market Technicians Association(CMTA)after recognizing the need for better market analysis & tactical strategies due to advances in algorithmic & HFT trading that had dramatically impacted market structure&market liquidity*2006 exchange model ended-Bill joined a leading Dark Pool/Algorithmic firm*2007-2017 Bill left to continue his tactical analysis development-focused on finishing the CMT&focused on his strategic analysis development. He consulted for a boutique research firm, a distressed hedge fund, a firm specializing in providing machine learning strategies & predictive forecasts for the markets & CFA program*Since 2009 Bill has been president of the Boston Chapter of the CMTA. Bill designed, produced,executed 7 successful global conferences for the CMTA(2013-2019). Bill's numerous leadership roles recently earned Bill a role on the CMTA Board of Directors 2016-present*2017 Bill Joined ETFConcepts to assist in building its ETFC Multi-Strategy Quantitative Hedge Fund. With a successful 3 year performance track record Bill joined the fund to help manage the strategies, institutionalize the infrastructure, and grow the fund. The fund recently completed a very successful five year performance record.Bill, a graduate of Dartmouth College, earned a BA in political science & played 4 years of Division 1 hockey. Bill played 2 years of hockey in the European Elite professional leagues.
Teixeira Partners Llc
View- Website:
- teixeirapartners.com
- Employees:
- 3
-
Teixeira PartnersTeixeira Partners LlcBoston, Ma, Us
-
DirectorChartered Market Technicians Association, Inc. Jul 2015 - Jul 2024Board of Directors July 2015- 2024Global Conference Architect 2012-presentPresident Boston MTA chapter 2009-presentCMT Canada- Board of Directors 2024-PresentAdvocay committee 2014-presentExecutive Search committee 2015-The Market Technicians Association (MTA) is a not-for-profit professional regulatory organization servicing over 4,000 market analysis professionals in over 70 countries around the globe. The MTA’s main objectives involve the education of the public, the investment community and its membership in the theory, practice and application of technical analysis.
-
Co-Chief Investment Officer/ Chief Operating OfficerEtf Concepts Aug 2017 - Mar 2023ETFConcepts, LLC is a registered investment advisor founded by Seth Warner in 2011 to manage money using algorithms he had developed over a long period. Its sole client is the ETFC Multi-Strategy Quant Fund, LP. The fund is designed to generate high Octane returns and excels at identifying the currrent environment of the market and dynamically adapts to changing market conditions. The ETFC Multi-Strategy Quant Fund's investment objective is to achieve superior absolute and relative returns, while limiting (and exploiting) investment volatility. The ETFC Multi-Strategy Quant Fund achieves this objective by capturing favorable market pricing and direction through use of ETFConcept’s proprietary algorithms. The algorithms are intended to generate timely and favorable buy or sell signals as to general securities market direction, and to exploit market volatility, by investing, on a long, neutral or short basis, predominantly in exchange-traded funds based upon broadly-based securities indices (“Index ETFs”). In a further effort to achieve returns superior to those of the equity markets, the fund invests both in Index ETFs that employ leverage and those that do not.
-
Assistant Hockey CoachDexter Southfield School Nov 2016 - Oct 2022Brookline, Massachusetts, United States- 4 years to the final 4 of the New England Prep School Championship- 2020 second place in New England Prep School Championship -
Portfolio Manager/ AnalystKolkane Portfolio Management Solutions Jun 2015 - Apr 2016Worked with CB3 Financial Group analysts and portfolio manager to improve performance of four core active management portfolios. Generate new investment ideas as well as evaluate current positions and position sizing for CB3's four main portfolios Capital Growth, Organic Value, Dynamic Income, and Conservative Yield.
-
Lucena ResearchLucena Research Jul 2014 - Jan 2015Greater Boston AreaLeading Machine Learning group out of Atlanta founded by Georgia Tech Professor Tucker Balch and Technologist Erez Katz. Lucena employs a team of quants that built a research platform utilizing k-NN machine learning algorithms to rank stocks in order of the best candidates for risk adjusted return objectives. The platform is utilized to optimize portfolios, add additional positions to hedge portfolios as well as forecasting returns and volatility. Lucena also used to build investment strategies utilizing the machine learning algorithms or to recommend indicators to add to specific strategies to enhance returns or lower volatility in an effort to maximize risk adjusted returns. -
Proprietary TraderProprietary Trader Jun 2007 - Dec 2013Developed proprietary strategies over the last several years employing multiple price analysis principles including identifying levels of supply/demand, identification of trending or non-trending markets, intermarket analysis, relative strength analysis as well as utilizing the confirmations/divergences between different indicators.
-
ProjectCapital Insight Jun 2011 - Feb 2012Start-up created to promote and market the products of independent institutional research firms. Group specialized in Health Care, Biotech, and Tactical Asset Management. Educated Capital Insight’s team on technical analysis. Prepared technical commentary for team on daily calls and strategized best tactics for communicating with clients.
-
ProjectCorre Partners Apr 2010 - Mar 2011Start-up hedge fund focused on distressed and turnaround situations. Introduced to investing in trade claims, evaluating investments across the capital structure, and analysis of post-reorganization equities. Constructed fundamental models on individual companies with analyst team. Participated in portfolio review sessions and in investment strategy meetings to discuss potential investments.
-
Client RelationshipPipeline Trading Systems May 2006 - May 2007Advised institutional traders with change in market structure and helped institutional traders embrace the shift to electronic block executions, algorithmic trading, and dark pools of liquidity. Solid understanding of market structure and how market structure can impact investment strategies.
-
Specialist/Market MakerMorgan Stanley/ Td Waterhouse Capital Markets/ Moors And Cabot May 1997 - Feb 2006Boston Stock ExchangeFacilitated client order flow as a stock exchange Specialist in 20 listed stocks. Exclusive market maker for Morgan Stanley’s U.S. order flow in selected stocks from 1999-2006.Traded Institutional Block order flow for the largest financial institutions in Boston. Earned Specialist book after short role as a clerk in an environment that usually took years to earn a Specialist book. Achieved most profitable trader on desk in my first year of trading Specialist book. Built desk for TD Waterhouse on the Boston Stock Exchange with a partner. Leveraged strong relationships to establish a new revenue generating venture.
-
Professional Ice Hockey PlayerProfessional Ice Hockey Player Sep 1997 - Mar 1999EuropePlayed 2 seasons in the elite European leagues in Germany and Great Britain.
Bill Kelleher, Cmt Skills
Bill Kelleher, Cmt Education Details
-
Bachelor'S Degree
Frequently Asked Questions about Bill Kelleher, Cmt
What company does Bill Kelleher, Cmt work for?
Bill Kelleher, Cmt works for Teixeira Partners Llc
What is Bill Kelleher, Cmt's role at the current company?
Bill Kelleher, Cmt's current role is Teixeira Partners.
What is Bill Kelleher, Cmt's email address?
Bill Kelleher, Cmt's email address is bi****@****ail.com
What is Bill Kelleher, Cmt's direct phone number?
Bill Kelleher, Cmt's direct phone number is +141577*****
What schools did Bill Kelleher, Cmt attend?
Bill Kelleher, Cmt attended Dartmouth College, St. John's Prep.
What skills is Bill Kelleher, Cmt known for?
Bill Kelleher, Cmt has skills like Equities, Trading, Portfolio Management, Asset Management, Capital Markets, Equity Trading, Investments, Alternative Investments, Fixed Income, Analysis, Financial Markets, Hedge Funds.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial