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Kelly Walters joined Avalon Securities in 2012 bringing over 15 years of corporate finance, institutional investment banking and management consulting experience. Most recently, Mr. Walters was managing principal of Forefronts Group, a strategic advisory firm serving corporate, government, and institutional investors regarding matters of growth and investment in the energy technology and advanced materials sectors. He has also served as a Director and Chairperson of the Finance Committee at CVD Equipment Corporation, a publicly-held provider of advanced technology process solutions, since 2009. Mr. Walters began his investment banking career at Lehman Brothers in 2000 as an associate in the firm's chemicals and industrials group in New York after four years at Lexmark International, Inc. where he was a senior financial analyst in the company's corporate planning department. From 2003 to 2007, he was a vice president in the chemicals industry group of Morgan Joseph & Co. prior to joining ThinkEquity LLC as an investment banking principal covering emerging companies in the clean technology and nanotechnology industries until 2009.
Mr. Walters earned an MA in international commerce at the Patterson School of Diplomacy at the University of Kentucky where he also earned BA and MBA degrees in economics and finance. He is a Chartered Financial Analyst (CFA) and a Certified Management Accountant (CMA). He holds Series 7, 63, 79 and 24 FINRA licenses.