
Founder and Principal, Walters Advisory LLC. Financial services and consulting for energy & clean technology clients.
Greater New York City Area

Founder and Principal, Walters Advisory LLC. Financial services and consulting for energy & clean technology clients.
Greater New York City Area
2 more...
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.
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