Leadership You Can Trust.

At Halberd Advisors, we are built on a single principle trusted leadership that delivers lasting impact.

Our team brings decades of experience across capital markets, private equity, and strategic advisory, helping founders, investors, and institutions navigate complex transactions with precision and confidence.

We don’t just provide advice. We stand beside you executing with integrity, speed, and alignment to achieve your most important outcomes.

Meet our Founder & Managing Partner

Brian Kelley, CFA, CPA

Brian brings over 20 years of capital markets experience spanning public and private securities across multiple asset classes. He has held senior capital formation roles within private markets and alternative investments, most recently serving as Head of Sales and Investor Relations at a pre-IPO growth and late-stage investment manager. Earlier in his career, Brian spent nearly a decade within Institutional Sales & Trading across Equities and Fixed Income desks at leading broker-dealers. He was also an Assistant Controller at a prominent U.S.-based hedge fund, and began his career at PricewaterhouseCoopers LLP. Brian is recognized for his ability to build enduring relationships and deliver tailored capital solutions, with particular expertise in portfolio management, investment syndication, transaction structuring, and deal origination.

Credentials:

B.S. in Finance, Lehigh University
CFA Charterholder
Certified Public Accountant (CPA)
FINRA Series 7, 63, and SIE Licenses
Registered with FNEX Capital LLC

We’re Growing Our Network

Halberd Advisors is expanding its platform across key business lines.  If you are an experienced professional looking to partner with a firm built for modern capital markets, we invite you to connect with us.

We Are Hiring Soon – Submit Your Resume for Early Consideration.

Submit your Resume

Let’s Unlock Your Next Opportunity

Whether you're a founder, CFO, COO, or investor—we partner with decision-makers driving capital strategy.

Work with Halberd Advisors for precision-crafted solutions that deliver clarity, speed, and results.

Legal Disclosure

Securities are offered through FNEX Capital LLC (“FNEX”), Member FINRA/SIPC, located at One Indiana Square, Suite 2252, Indianapolis, IN 46204. You can review the BrokerCheck for FNEX here. Investments in private offerings are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest in such offerings. Investments in private offerings are illiquid and those investors who cannot hold an investment for an indeterminate period should not invest. Past performance is not indicative of future results.

Customer Relationship Summary: The information contained herein is provided for informational and educational purposes only. None of the information provided represents an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, nor does it constitute an offer to provide investment advice or service. Any information relating to company financing, valuation, or capitalization information should be independently verified by you in connection with any investment decision. The material is based in part on information from third-party sources that we believe to be reliable, but which have not been independently verified by us and for this reason we do not represent that the information is accurate or complete. There may exist other material non-public information that impacts the valuation of any securities. Past performance is not indicative of future results.