Kelly Walters

Kelly Walters

Founder and Principal, Walters Advisory LLC. Financial services and consulting for energy & clean technology clients.

Greater New York City Area

Current
  • Founder and Principal at Walters Advisory LLC
Past
  • Principal, Greentech & Enabling Technology Investment Banking at ThinkEquity LLC
  • Director, Chemicals and Materials Investment Banking at Morgan Joseph
  • Senior Associate, Investment Banking – Global Chemicals and Industrials Group at Lehman Brothers

2 more...

Education
  • University of Kentucky
Connections
500+ connections
Industry
Financial Services
Websites

Kelly Walters’s Summary

Kelly is dedicated to providing investment banking and consulting services to clients active in energy and clean technology, environmental/climate markets, and advanced materials/chemicals. He has over twelve years experience in investment banking, corporate finance, and business development at Lehman Brothers, ThinkEquity Partners, Morgan Joseph & Co., Lexmark International, and Capital Holding Corporation. Contact him at kelly@waltersadvisory.com.

Kelly Walters’s Specialties:

Equity, debt, and structured finance; M&A; corporate strategy; technology assessment; credit analysis; industry/policy analysis.

Summary qualifications:
- MA, International Finance, Trade, and Investment Policy
- MBA, Finance
- BA, Economics
- Chartered Financial Analyst (CFA) charterholder
- Certified Management Accountant
- Certified in Corporate Financial Management
- Published author of applied economic research


Additional Information

Kelly Walters’s Websites:

Kelly Walters’s Groups:

  •    Energy Professionals
  •    Venture Capital Syndicate
  •    Private Equity and Venture Capital Group
  •    CFA Institute Members
  •    Renewable Energy Network
  •    Consultants Network
  •    The-Green-Group.com
  •    Lehman Brothers Alumni
  •    Sustainability Working Group
  •    Future in Review
  •    ASMALLWORLD.net
  •    Private Equity Networking
  •    CleanTech
  •    Sustainability Professionals
  •    Linked:Energy (Energy industry expertise)
  •    Energy & Utilities Network
  •    Green
  •    Lexmark Alumni
  •    Patterson School of Diplomacy and International Commerce
  •    The M&A Forum
  •    Wind Energy
  •    Institute of Management Accountants (IMA®) Official Site
  •    Greentech Media
  •    Cleantech Investor
  •    CleanTech Innovation
  •    The Climatini Club
  •    Clean-Tech Investor Summit
  •    The Carbon Professionals Networking Group
  •    Global Renewable Energy Network (GReEN)
  •    Renewables Job Market
  •    Renewable Energy Jobs
  •    Global Silicon Valley
  •    Hedge Fund & Private Equity Jobs & Careers - www.TheAlternativeAvenue.com
  •    HSBC Contract and Permanent roles DIRECT

Public profile powered by: LinkedIn

Create a public profile: Sign In or Join Now

View Kelly Walters’s full profile:

  • See who you and Kelly Walters know in common
  • Get introduced to Kelly Walters
  • Contact Kelly Walters directly

View Full Profile