Marc Kelly
Marc Kelly is seasoned financial executive providing private client counsel with a strong financial foundation. He has extensive experience with medical device, biotherapeutic, software, healthcare IT and business service companies ranging from start-ups to mid-market companies. Marc is known for providing Directors and Executive teams with competent, candid and forward-looking advice resulting in better decision making and profitable outcomes.
Prior to joining CFO Selections, Marc worked as an independent Trusted Advisor and Fractional CFO for 25 years with a variety of early stage and venture-backed companies that have resulted in raising over $80 Million of equity and debt. Over the years, he has worked as a Contract, Part-time and Full time Interim executive with a wide variety of clients. He has years of experience with financial reporting, business plan development, cash flow analysis, financial modeling, due diligence and investor material preparation.
Prior to his second career as a Fractional CFO, he worked for 18 years with three different SEC Registered Investment Advisors, that last being Spectrum Asset Mgt. (a $600 Million AUM) RIA he co-founded and raised over $150 Million in privately managed investment advisory assets while active as principal. He currently serves as a member of Incline Village General Improvement District (IVGID) Audit Committee.
Marc earned his MBA from Harvard Business School and BA with honors from the University of Southern California. He chaired the annual Harvard Business School Alumni of Orange County Entrepreneurs Conference on five separate occasions and served as club president for two years. He was born in Los Angeles and now resides in Incline Village, NV with his wife and two cats. He is a lifelong snow skier, enthusiastic cook, hobbyist winemaker, dedicated golfer, Soccer Referee (ret) and yoga practitioner.
