Welcome to The Investor Relations Podcast

Brian McKelvey

Brian McKelvey Profile Photo

Managing Director

Brian McKelvey is a Managing Director with Bright Harbor Advisors, a private placement advisor to top-tier PE, VC, credit, and other alternative asset GPs, as well as sponsor and non-sponsor backed direct deals, both primary and secondary. Brian began his career in finance in 2007 as a wealth advisor with a division of Citigroup, advising investors using holistic financial planning strategies. He then transitioned his focus to institutional money management by joining Transamerica Capital Management, marketing retirement products and services to independent wealth advisors in broker/dealers, banks, and major wirehouse firms. Brian is the former Director of Marketing & Business Development of Crescat Capital, and former Business Development Consultant of Weatherstone Capital Management. He also served as Senior Executive-Origination-US for Melior Capital Management, a Swiss-based co-investment and advisory life sciences placement agent. Most recently, Brian was a Managing Director with Weild & Co., a middle-market investment bank, working with founders and entrepreneurs in seeking out and securing financing from institutional investors. Brian studied Finance and Management at Regis University and is Series 6, 63, and 82 licensed with FINRA.

July 18, 2025

Why Are RIAs Attractive for Fund Managers Seeking Capital?

Discover why RIAs are becoming the go-to choice for fund managers seeking flexible capital! From understanding the entrepreneurial mindset to navigating substantial liquidity events, RIAs, private wealth managers, and family offices offer unique advantages in the investment landscape. Join Brian McKelvey as he delves into the benefits of targeting the RIA sector, exploring how this focus can enhance capital raising strategies and forge strong connections with like-minded professionals. Don't mi...
June 30, 2025

What Key Characteristics Make an Effective Fundraiser or IR Associate?

Key Characteristics of Successful Fundraisers and IR Associates In the ever-changing market landscape, being an effective fundraiser or IR associate boils down to a few key traits. 🌟 According to insights shared by industry expert Brian McKelvey, here are the top three characteristics that can set you apart: Persistence: Navigate market fluctuations with resilience. Clear Communication: Articulate investment ideas effectively. Consistency: Build trust through reliable follow-ups. Explore mo...
May 19, 2025

How Do You Successfully Approach Institutional Investors?

Navigating the world of institutional investors can seem daunting, but it's not always about having the "right" connections. In my latest discussion with Brian McKelvey, we explore the misconceptions of working with big investors and share insights on building authentic relationships. Sometimes, it’s about direct outreach and persistence. Listen to how Brian successfully established connections with notable family offices worldwide. Tune in now! #InstitutionalInvestors #Networking #BusinessGr...
April 26, 2025

Key Lessons Learned When Raising Money from Family Offices

In the world of fundraising, engaging with family offices requires a unique approach tailored to the distinct dynamics at play. In our latest discussion, experts Josh Wilson and Brian McKelvey delve into their valuable lessons learned from navigating this complex space. 💡 Key Takeaways: Understand the individualized dynamics of each family office. Communicate effectively and cater to their specific interests and preferences. Embrace a targeted strategy to build meaningful investor relationsh...