Brian Mckelvey

Brian Mckelvey Email and Phone Number

Private Equity | Venture Capital | Secondary Advisory @ Bright Harbor Advisors
Brian Mckelvey's Location
Denver, Colorado, United States, United States
Brian Mckelvey's Contact Details
About Brian Mckelvey

Articulate, confident, entrepreneurial, sales and new business development leader with more than a decade of in-depth financial markets and investment consulting experience. Expertise includes prospecting, client development, consultative sales, fundraising, strategic partnership management, capital sourcing, and presentation delivery. Excellent relationship management, time management, and interpersonal skills. Superior financial acumen with the ability to adapt in fast-paced environments.

Brian Mckelvey's Current Company Details
Bright Harbor Advisors

Bright Harbor Advisors

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Private Equity | Venture Capital | Secondary Advisory
Brian Mckelvey Work Experience Details
  • Bright Harbor Advisors
    Managing Director
    Bright Harbor Advisors Jan 2023 - Present
    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 through FDX Capital LLC, member FINRA/SIPC.
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  • Bright Harbor Advisors
    Vice President
    Bright Harbor Advisors Nov 2021 - Jan 2023
    Los Angeles, Ca, Us
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  • Weild & Co.
    Managing Director
    Weild & Co. 2021 - 2021
    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 studies formed the basis of major legislation in the United States to improve private and public stock markets and inform policymakers throughout the world.
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  • Melior Capital Management
    Senior Executive - Origination (U.S.)
    Melior Capital Management 2020 - 2021
    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 devices, pharmaceuticals, and biotech, to institutional investors, including ultra-high net worth individuals, family offices, and co-investment sponsors. • 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.
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  • Cuna Mutual Group
    Business Development Consultant
    Cuna Mutual Group 2020 - 2020
    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 across the country. Drove new sales and leads for multiple annuity products. Presented at local and regional broker/dealer conferences and due diligence meetings.• Secured two new accounts worth $1M within 60 days of employment.• Averaged 2 new accounts per month throughout Q4 2020.
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  • Weatherstone Capital Management
    Business Development Consultant
    Weatherstone Capital Management 2017 - 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 advisors (RIA), and independent wealth managers. Generated ideas to increase business and improve client outcomes. Recorded all client interactions in CRM and performed timely follow up. Planned and executed meetings, including regional events and workshops. Assisted in the development of quarterly updates via podcast on the iTunes and Soundcloud platforms.• 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.
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  • Crescat Capital
    Director Of Marketing And Business Development
    Crescat Capital 2015 - 2017
    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 offices, fund of hedge funds, wealth managers, and high net worth investors, internationally. Organized and attended industry conferences, and coordinated quarterly investor update via live and recorded webinar.• 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%.
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  • Transamerica
    Senior Internal Wholesaler
    Transamerica 2012 - Jan 2015
    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 calls, monthly call campaign metrics, and sales opportunities. Remained up to date with current product offerings.• 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.
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  • Transamerica
    Virtual Regional Vice President
    Transamerica 2015 - 2015
    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 market share within assigned territory.• 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.
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  • Transamerica
    Customer Service Supervisor
    Transamerica 2008 - 2012
    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.
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Brian Mckelvey Skills

Finance Hedge Funds Financial Services Relationship Management Retirement Planning Investments Mutual Funds Series 6 Customer Service Fixed Annuities Retirement Variable Annuities Insurance Sales Financial Planning Life Insurance Iras Microsoft Excel Financial Analysis Term Life Insurance Strategic Financial Planning Personal Finance Microsoft Office Call Centers Salesforce.com Income Protection Sales Presentations Capital Markets Fundraising Asset Management Asset Allocation Alternative Investments Securities Management Investment Strategies Risk Management Client Services Coaching Financial Markets Recruiting Wholesale Investment Advisory Customer Relationship Management Strategic Planning Team Management Training English Separately Managed Accounts Allocations Global Macro Financial Guidance Business Relationship Management Written Communication Product Strategy Relationship Building Wealth Management Product Marketing Presentation Skills Hospitality Industry Business Development Cooking Budget Management Food Service Operations Food Industry Non Profit Volunteering Volunteer Recruiting Volunteer Training Youth Mentoring Youth Programs

Brian Mckelvey Education Details

  • Regis University
    Regis University
    General
  • The Culinary Institute Of America
    The Culinary Institute Of America
    Culinary Arts
  • Gateway High School
    Gateway High School
    College/University Preparatory And Advanced High School/Secondary Diploma Program

Frequently Asked Questions about Brian Mckelvey

What company does Brian Mckelvey work for?

Brian Mckelvey works for Bright Harbor Advisors

What is Brian Mckelvey's role at the current company?

Brian Mckelvey's current role is Private Equity | Venture Capital | Secondary Advisory.

What is Brian Mckelvey's email address?

Brian Mckelvey's email address is bm****@****ecm.com

What is Brian Mckelvey's direct phone number?

Brian Mckelvey's direct phone number is +130323*****

What schools did Brian Mckelvey attend?

Brian Mckelvey attended Regis University, The Culinary Institute Of America, Gateway High School.

What are some of Brian Mckelvey's interests?

Brian Mckelvey has interest in Social Services.

What skills is Brian Mckelvey known for?

Brian Mckelvey has skills like Finance, Hedge Funds, Financial Services, Relationship Management, Retirement Planning, Investments, Mutual Funds, Series 6, Customer Service, Fixed Annuities, Retirement, Variable Annuities.

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