Brian McKelvey
- Role
- Managing Director at Bright Harbor Advisors
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Brian McKelvey
Articulate, confident, entrepreneurial, sales and new business development leader with…
Experience
Managing Director
Jan 2023 — Present
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.
Skills
- Financial Services
- Alternative Investments
- Mutual Funds
- Investments
- Finance
- Personal Finance
- Securities
- Call Centers
- Strategic Financial Planning
- Fixed Annuities
- Investment Strategies
- Series 6
- Relationship Management
- Financial Analysis
- Sales
- Variable Annuities
- Iras
- Fundraising
- Salesforce.com
- Microsoft Excel
- Term Life Insurance
- Income Protection
- Asset Allocation
- Customer Service
- Financial Planning
- Capital Markets
- Hedge Funds
- Retirement Planning
- Insurance
- Asset Management
- Retirement
- Risk Management
- Life Insurance
- Management
- Sales Presentations
- Microsoft Office
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