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.

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.