See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

AK

Alison Wheeler Kennedy

Founder/Managing Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">First Line Advisors LLC</span>
Intro Book
Seasoned finance professional with 20+ years of experience in private equity, corporate finance, and investment management.
  • Claim this Profile
Location
Boston, Massachusetts, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency
Skills
  • Private Equity
  • Corporate Finance
  • Venture Capital
  • Investment Management
  • Business Development
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Alison Wheeler Kennedy is a seasoned finance professional with 20+ years of experience in private equity, corporate finance, and investment management. She has held various leadership positions, including Founder/Managing Partner at First Line Advisors LLC, and has worked with top firms like J.P. Morgan Investment Management and Sanford C. Bernstein. She holds an MBA from New York University and a BS from Providence College.

Credentials

  • Series 7, 63, 65
    -

Experience

  • First Line Advisors LLC
    • Greater Boston Area
    • Founder/Managing Partner
      • Oct 2013 - Present
      • Greater Boston Area

      First Line Advisors provides companies, as well as funds, with capital-raising services. We cater to privately-owned companies and private equity funds in the lower middle market. Additionally, investors engage First Line to source specific deal flow for potential investment opportunities. Securi...

  • Susan G. Komen - Massachusetts Affiliate
    • Greater Boston Area
    • Board Member
      • Oct 2012 - Oct 2014
      • Greater Boston Area
  • Fireman Capital Partners
    • Boston, MA
    • Director, Investor Relations and Business Development
      • Nov 2011 - Sep 2013
      • Boston, MA

      Private equity - Consumer-focused small buyout and growth equity firm

  • Adveq Management AG
    • New York, NY
    • Vice President
      • Nov 2007 - Nov 2011
      • New York, NY

      Investor Relations and Business Development for North America

  • J.P. Morgan Investment Management
    • New York, NY
    • Private Equity Portfolio Manager
      • Feb 2001 - Nov 2007
      • New York, NY
  • J.P. Morgan Private Bank
    • New York, NY
    • Analyst
      • Aug 1999 - Feb 2001
      • New York, NY
  • Sanford C. Bernstein
    • New York, NY
    • Financial Advisor Associate
      • Aug 1998 - Aug 1999
      • New York, NY
  • Moody's Investor Services
    • New York, NY
    • Statistical Analyst
      • Sep 1997 - Aug 1998
      • New York, NY

Education

  • 2005 - 2007
    New York University - Leonard N. Stern School of Business
  • 1993 - 1997
    Providence College
  • 1996 - 1996
    Universidad de Salamanca
  • 1990 - 1993
    Phillips Academy Andover
  • 1988 - 1990
    Tabor Academy

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Investment Banking”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles