Marc Kelly

Marc Kelly is a seasoned Investment Strategist with extensive experience in private investing and financial consulting across diverse industries.

He is known for his multidimensional thinking, flexibility, and long-term vision, focusing on addressing critical issues to drive business missions forward.

As a Trusted Advisor, Marc Kelly provides professional financial advice to clients, often serving as an interim CFO, and excels in offering confidential counsel to CEOs to create value for all stakeholders.

His expertise spans strategic planning, M&A, audit, growth management, and capital raising, with a focus on software, medical devices, biotechnology, and financial service companies.

Marc's educational background includes an MBA from Harvard Business School and a BA from the University of Southern California.

He has held key positions such as Partner at Hardesty, LLC, Interim CFO at Cooler Heads Care, and various advisory roles at prominent organizations in the financial and healthcare sectors.