Matthew R. Kelly
Darien,CT
Overview
24
24
years of professional experience
Work History
Investor Relations Consulting
Independent Investor Relations Consultant
Darien, CT
01.2024 - Current
- Provide investor relations services to life science/biotech companies including corporate access and corporate advisory
- Work closely with PCG Advisory as a consultant servicing PCG Advisory clients
Managing Director Investor Relations
LifeSci Advisors
New York
01.2021 - 01.2024
- Responsible for advising a book of 25 life sciences/healthcare clients on investor relations, corporate communications and corporate access to help meet their financial goals and overcome challenges
- Actively collaborated with team of five to provide public and private clients with insight and strategy into the financial capital markets and the investment community with the goal of creating durable, long-term value
- Advised clients by customizing communication strategies, coordinating corporate access planning and analyzing market trends, increasing investor interest by over 50%
- Liaised with institutional investors & high net worth investors by building relationships, utilizing diverse communication strategies and creating feedback loop, enhancing investor retention
- Identified suitable investors for productive interactions with CEO’s, CFO’s and CMO’s of corporate clients by constructing specific investment criteria-based target lists
- Regularly produced and facilitated high quality non-deal road shows to the investment community, both in person and virtual
- Instrumental in developing contextual messaging for clients to the financial community to both buy-side and sell-side investors in the form of slide decks, press releases and quarterly reports
- Consistently succeeded in attaining investor conversion of ownership in client’s equity to establish a reliable investor base
Vice President East-Coast Equity Research Sales
First Analysis Securities Corporation
Chicago
01.2015 - 01.2020
- Responsible for overall east-coast commission production and managing institutional accounts in Montreal, Boston, New York, Mid-Atlantic, and Houston.
- Ran firm’s East-Coast Equity Research sales business incorporating excellent relationship management, stellar revenue growth, and detailed fundamental analytical skills.
- Generated outsized commissions by adding value to clients’ investment process through insightful idea generation and by achieving top level performance on alpha platforms.
- Organized, led and facilitated non-deal roadshows throughout the east-coast providing clients access to C-level management through informative one-on-one meetings.
- Procured new business resulting in incremental revenue and firm’s most profitable accounts.
- Delivered stock presentations detailing company specifics and fundamental market insight.
- Revitalized firm’s approach to focus on profitable strategies with innovative commentary and suggestions at executive meetings.
- Composed morning meeting summaries with detailed stock analysis and investment advice for clients.
Boston Equity Research Sales Manager
Sidoti & Company, LLC
New York
01.2002 - 01.2015
- Supervised team of five professionals covering Boston Accounts. Oversaw Boston sales and marketing and commission production while managing firms most profitable institutional accounts in Boston and New York.
- Mentored and trained sales team increasing revenue growth and overall commission production
- Turned around lagging accounts and repaired previously damaged relationships improving the firm’s reputation and maximizing revenue
- Established and maintained new accounts adding incremental revenue
- Earned Fidelity’s #3 ranked stock picker for Industrials Fund in 2012 generating an average ROI of 52% beating all benchmarks
- Routinely achieved “A” rating in Alpha account contributions
- Organized, planned and facilitated non-deal roadshows in Boston and New York
- Voted #1 salesperson annually by Equity Research analysts
Timeline
Investor Relations Consulting
Independent Investor Relations Consultant
01.2024 - Current
Managing Director Investor Relations
LifeSci Advisors
01.2021 - 01.2024
Vice President East-Coast Equity Research Sales
First Analysis Securities Corporation
01.2015 - 01.2020
Boston Equity Research Sales Manager
Sidoti & Company, LLC
01.2002 - 01.2015