Bill Kelleher, Cmt Email & Phone Number

Boston, Ma, Us

Board 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.

ETFConcepts, 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.

Brookline, 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

Worked 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.

Greater Boston Area

Leading 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.

Developed 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.

Start-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.

Start-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.

Advised 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.

Boston Stock Exchange

Facilitated 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.

Europe

Played 2 seasons in the elite European leagues in Germany and Great Britain.

Bachelor'S Degree

Education record