Brian Mckelvey Email & Phone Number

Los Angeles, CA, US

Bright Harbor Advisors is an established, independent private fund advisor, providing a customized approach and dedicated staff to leading alternative asset GPs across the world. Bright Harbor Advisors’ institutional investor relationships are global, diversified by investor type, and invest across various investment strategies.Securities distributed.

Los Angeles, CA, US

Boulder, CO, US

Affiliated as an independent contractor to provide sales and distribution assistance to other affiliated investment bankers in capital raising transactions for pre-IPO private placements.Weild & Co. is an issuer-focused investment bank and known expert in capital markets. Weild & Co. represents issuers in capital raising and M&A transactions. Weild & Co.'s.

Zug, CH

• Oversaw sales, marketing, and business development for a portfolio of late-stage venture capital, early-stage private equity (pre-IPO) life sciences companies within the U.S. and North America, consisting of medical.
• Established company’s ability to conduct business in the U.S. by identifying and registering with prominent Weild & Co., a prominent investment bank with offices in New York City, NY and Boulder, CO.
• Facilitated negotiations and legal documentation between all interested entities, including Melior, Weild & Co., and 7 issuer companies.Securities transactions effected through Weild & Co., member FINRA/SIPC.

Madison, WI, US

• Developed and maintained new business relationships with prospective financial advisors through independent broker/dealers and registered investment advisers (RIA) throughout various designated regional territories.
• Secured two new accounts worth $1M within 60 days of employment.
• Averaged 2 new accounts per month throughout Q4 2020.

Greenwood Village, CO, US

• Contributed to the marketing, business development, and distribution of long-only, third-party managed portfolio strategies and separately managed accounts (SMA) to independent broker/dealers, registered investment.
• Successfully raised a total of $54M by building relationships and closing approximately 120 new accounts.
• Attended 3-5 meetings per week (in-person and/or webinar) with prospective financial advisors and 1-2 industry conferences and events per quarter.

Denver, CO, US

• Led all marketing and capital-raising efforts of Global Macro and Equity Long/Short hedge funds, and long-only investment separately managed account (SMA) strategies to institutional investors, including family.
• Closed a $16M transaction with a seed investor who founded one of the largest private equity firms in the U.S. – largest investment raised from a singled investor to date.
• Helped increase Assets Under Management (AUM) by over 108%.

Baltimore, Maryland, US

• Wholesaled mutual funds and variable annuities to independent broker/dealers and wirehouse firms. Provided dedicated sales support and service through phone calls. Documented all activity, including appointments, sales.
• Increased territory production by 98% and average monthly sales from $5.7M to $11.3M.
• Achieved highest monthly territory sales with $11.4M.
• Consistently attained goal to conduct 80-100 phone calls and engage in 12-15 conversations per day.
• Trained, mentored, and coached 10+ new internal wholesalers.

Baltimore, Maryland, US

• Wholesaled Transamerica’s mutual funds to financial advisors through independent broker/dealers, wirehouse firms and banks, including Merrill Lynch, Morgan Stanley, and UBS. Developed and implemented strategies to grow.
• Managed a territory covering North Carolina to upstate New York.
• Utilized database of 2,000+ prospective financial advisors to call on and schedule one-on-one meetings via phone and Webex.
• Provided sales and marketing support to team of 1,500+ brokers.

Baltimore, Maryland, US

• Managed 10 Annuity Customer Service Representatives, who assisted annuity policyowners and financial advisors.
• Owned responsibility for team’s training and Quality Assurance (QA). Developed call scripts for staff.
• Listened to and evaluated 3 pre-recorded calls each month and assisted in the development of call scripts.

Bachelor Of Science - Bs, Finance, General

Associate'S Of Occupational Studies, Culinary Arts

General Studies, College/University Preparatory And Advanced High School/Secondary Diploma Program