The SEC’s recent statement highlights increased focus on private credit valuations, disclosures, and fair value practices. See the key considerations for fund managers.

Valuation Research Corp.

Davis Kelliher, CFA

Vice President

Specialties:

  • Portfolio Valuations
  • Private Debt
  • Private Equity

Tel. No. (781) 375-1394

800 Boylston Street
Suite 1535
Boston, Massachusetts 02199

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Davis Kelliher is part of the portfolio valuation group, specializing in valuations of privately held debt and equity securities, and business enterprises for tax and financial reporting purposes.

Prior to joining VRC, Mr. Kelliher was an intern at Bank of America Merrill Lynch.

Mr. Kelliher earned a bachelor of science in finance from Wake Forest University. In addition, he holds the designation of chartered financial analyst (CFA).