Marc Kelly has over 20 years’ experience as a CFO, independent consultant and trusted advisor to high growth private companies where he helped develop strategy, secure funding and accelerate growth. Marc has a history of building strong business partnerships with leadership teams and providing highly competent, professional financial advice for better decision making. Marc is skilled at finding ways to create value for all stakeholders including founders, employees and investors.
Marc’s approach to working with clients is very personal and flexible with deep domain expertise in software, medical devices, drug discovery and financial services. He has worked with mature, high-growth middle market companies as well as served as a “fractional” CFO for many early stage start-ups including several companies launched at EvoNexus, one of Orange County’s highest profile business incubators. Marc’s core competencies include developing sophisticated financial models, establishing financial reporting, preparing due diligence, negotiating mergers & acquisitions, performing private valuations, managing audits, and raising debt & equity capital.
Marc started his career as a Registered investment Advisor where, among other things, he co-founded Spectrum Asset Management, a highly successful RIA with $500 Million assets under management. During his tenure as President, he had full P&L and HR responsibility, authored a quarterly newsletter, and tripled assets under management with only a 20% increase in staff. He continues to serve on the Board of Directors.
Marc earned his MBA from the Harvard Business School with a concentration in Finance and his BA in Communications from the University of Southern California. He has been active with Harvard Business School Alumni of Orange County serving three times as Association President and chairing the Association’s Annual Entrepreneurs Conference in 1987, 1991, 1994, 2005, & 2010. Marc is a lifelong skier, excellent cook, amateur winemaker, advanced level soccer referee and dedicated golfer. He resides with his wife in Tustin, California.