Brian Kelly

Experience

• 

  Merrill Lynch & Co., Inc

  Jan 1995 - Jan 2000

  Client Associate

  Member of five person sales and trading team involved in corporate, government and asset backed securities.

• 

  Merrill Lynch & Co., Inc

  Jan 2001 - Jan 2003

  Institutional Equity Sales and Trading

  Lead coverage of institutions including RIA's, mutual funds, and insurance companies. Investment strategies varied from deep value to aggressive growth.

• 

  Fulcrum Global Partners

  Jan 2003 - Dec 2005

  Senior Vice President - Institutional Equity Sales & Trading

  Lead coverage for 50 institutions including mutual funds, insurance companies, and hedge funds. Investment strategies varied from deep value to aggressive growth.

• 

  Soleil Securities

  Apr 2006 - Apr 2007

  Director, Institutional Sales and Trading

  Lead coverage for hedge funds ranging in asset size of $50 million to $5 billion and consisting primarily of equity long/short strategies.

• 

  Del Mar Asset Management

  May 2007 - Jan 2012

  Head Equity Trader

  Equity trader for $800 million multi-strategy hedge fund. Fund strategies include long/short equity, distressed equity, equity special situations, and index arbitrage.Managed execution of all equity trades. Specific focus included event-driven trades including tenders, rights issues, mergers with elections, and share issuance

• 

  Meridian Equity Partners

  May 2013 - Jun 2014

  Director Equity Sales & Trading

  Provide equity execution service and idea generation for both equity event-driven and equity long/short hedge funds. Events included dutch tenders, mergers, rights offerings, secondary share offerings, index rebalances, and share class arbitrage.Create trade ideas from proprietary options activity and information in financial periodicals and alternative research providers.

• 

  Meridian Equity Partners

  Aug 2016 - Jun 2020

  Director Equity Sales & Trading

  Provide equity execution service and idea generation for both equity event-driven and equity long/short hedge funds. Events included dutch tenders, mergers, rights offerings, secondary share offerings, index rebalances, and share class arbitrage.

• 

  I-Bankers Securities, Inc.

  Jul 2020 - now

  Head Of Trading

  Build and maintain relationships with SPAC focused funds. Including both dedicated SPAC investors and arbitrage funds. Responsible for execution of all SPAC trades including units, common, warrants, and rights.