Jeffrey T. Kiley
Founder & Managing partner
Jeffrey T. Kiley has decades of investment experience and is a Managing Partner. Jeffrey matriculated at the Wharton Business School of the University of Pennsylvania. He has been in the securities industry for thirty-seven years. His career began at Merrill Lynch, evolved to Morgan Stanley, Lehman Brothers and Credit Suisse First Boston. During these years, he developed an in-depth knowledge of investment banking, underwriting and additional expertise in Securities Analysis and Risk Management.
Jeffrey achieved the title of Managing Director at both Lehman Brothers and Credit Suisse. These years his responsibilities were global and included opportunities and a focus and specialty in the Health Care Markets. For twelve of his thirty-five year career, Mr. Kiley successfully managed funds in predominately publically traded health care securities. During these years, he successfully managed a federal health care entity titled, Pacific Biopharmaceutical Fund, LLC.
A Pennsylvania native, Jeffrey has extensive knowledge of the regulatory environment of the United States Securities industry. His licenses include Series 3, 7, 8, 65 and 66 while having his U-4 unmarked. He focuses on investments in the healthcare sector and shares responsibility for management of the firm.
Jeffrey T. Kiley
Founder & Managing partner
Jeffrey T. Kiley has decades of investment experience and is a Managing Partner. Jeffrey matriculated at the Wharton Business School of the University of Pennsylvania. He has been in the securities industry for thirty-seven years. His career began at Merrill Lynch, evolved to Morgan Stanley, Lehman Brothers and Credit Suisse First Boston. During these years, he developed an in-depth knowledge of investment banking, underwriting and additional expertise in Securities Analysis and Risk Management.
Jeffrey achieved the title of Managing Director at both Lehman Brothers and Credit Suisse. These years his responsibilities were global and included opportunities and a focus and specialty in the Health Care Markets. For twelve of his thirty-five year career, Mr. Kiley successfully managed funds in predominately publically traded health care securities. During these years, he successfully managed a federal health care entity titled, Pacific Biopharmaceutical Fund, LLC.
A Pennsylvania native, Jeffrey has extensive knowledge of the regulatory environment of the United States Securities industry. His licenses include Series 3, 7, 8, 65 and 66 while having his U-4 unmarked. He focuses on investments in the healthcare sector and shares responsibility for management of the firm.
Professional Experience
Credit Suisse, Inc., Los Angeles: 2003 – 2010
Managing Director, Branch Manager
Grew office from $9mm to $35mm in revenue
Recruited Relationship Managers from Goldman Sachs, Lehman Brothers, UBS, Morgan Stanley
Initiated a middle market institutional fixed income sales force, a previously unaddressed business at Credit Suisse.
Supervised this business nationally – hired 28 salespeople. 2010 revenue $50mm
Supervised a national cash management business; $25B in assets and $20mm in revenue
Elected: Global Executive Board, Private Bank; America’s Management Committee; United States Private Wealth Management Committee; and Global Managing Director Election Committee
Retired – 2010.
Pacific Biopharmaceutical Fund LLC: 2000 – 2003
Founder – Managing Partner
Lehman Brothers, Inc., New York, Los Angeles: 1995 – 2000
New York: Branch Manager
Successfully consolidated three New York offices into World Financial Center: hired over 60 producers, transitioned sales force from a telemarketing focus to a relationship/client centric, financial solution driven sales force.
Oversight also included two distinct middle market institutional sales groups, equity and fixed income. Revenues: $500 mm.
Los Angeles: opened Private Wealth Management office. Hired senior producers. Office eventually achieved $70mm revenue.
Private Investor, New York and Los Angeles: 1990 – 1995
Managed personal assets
Morgan Stanley, Inc., New York: 1981 – 1990
Vice President
Youngest Vice President in department history,
Retail production: top 10%; peak revenue $2.5mm; AUM $450mm.
Merrill Lynch, Philadelphia: 1979 – 1981
Account Executive
First quintile production
Education
University of Pennsylvania 1978
Wharton School of Business
Bachelor of Science, Accounting
Contact
Phone
Address
149 S. Barrington Ave. #430 Los Angeles, CA 90049