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Kelly McPhilliamy

Managing Director | Consumer Investment Banking, Health & Beauty Lead at Harris Williams

Kelly McPhilliamy has over 20 years of experience in investment banking, with a focus on the consumer sector. Kelly is currently working as a Managing Director and the Health & Beauty Lead in the Consumer Investment Banking division at Harris Williams, a position they have held since December 2018. Prior to that, they worked at Wells Fargo Securities for 15 years, where they served as the Head of Consumer Investment Banking. Kelly began their career at Morgan Stanley as a Vice President in the Global Retail Investment Banking division.

Kelly McPhilliamy has earned a Bachelor of Business Administration (B.B.A.) degree in Finance from the University of North Carolina at Charlotte. Additionally, Kelly has pursued further education by completing an MBA in Finance from Northwestern University - Kellogg School of Management. No specific start or end years were provided for either degree.

Location

Charlotte, United States

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Harris Williams

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Harris Williams & Co. is a boutique investment banking firm specialized in advisory services and financings for middle-market companies. It offers mergers and acquisitions advisory, management buyouts, and fairness opinion services.The firm provides services for the aerospace, automotive, building product and material, chemical;commercial and industrial equipment, consumer or business services, consumer product, marketing, energy and power, food and beverage, forest and paper product, furniture, healthcare and life sciences, media and entertainment, metal fabrication, mining, business outsourcing, packaging, retail, technology, telecommunications, textile, and transportation and logistics sectors.Harris Williams’s clientele includes American Tower Corporation, Procter & Gamble, Schering-Plough, Oglebay Norton, Linesoft Corporation, Snyder Industries, Pioneer International, Banc One Capital Partners, Cedar Creek Partners, and Allied Capital.Harris Williams was founded in 1991 and is headquartered in Richmond, Virginia with additional offices in Massachusetts, California, Pennsylvania, and Minnesota.


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501-1,000

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