
Daniel Ledva, CAIA
Founding Partner
Mr. Ledva is a founding partner of the Kelson Group. Prior to co-founding Kelson, he served as a Partner and Managing Director at Marwood Group Asset Management, a FINRA-registered broker-dealer and registered investment advisor, where he held supervisory responsibilities within the asset management division, overseeing key aspects of the firm's investment platform and operations.
Earlier in his career, Mr. Ledva was an Account Executive within IBM/Lexmark Consulting Services, focusing on process improvement initiatives for Fortune 500 companies. He began his career as an environmental engineer with Raytheon Engineers and Constructors, managing capital projects for Fortune 100 oil refiners and chemical manufacturers.
Mr. Ledva has served as a consultant to Oppenheimer Funds, Inc. and currently advises the Dr. Gene Carpenter Foundation and the trustees of Archbishop Ryan High School. He also serves as an advisor to Aldis Institution Services.
He holds a Bachelor of Science in Environmental Engineering from Millersville University of Pennsylvania, where he was also a member of the football team. Mr. Ledva maintains FINRA Series 7, 24, 63, 65, and 66 licenses and is a Chartered Alternative Investment Analyst (CAIA).

Brian Rathjen
Founding Partner
Mr. Rathjen is a founding partner of the Kelson Group. Prior to co-founding Kelson Group, he spent nine years at Marwood Group, where he founded and led Marwood Group Asset Management (MGAM), overseeing all business and client service functions and holding senior responsibility for strategic direction and overall management. Earlier in his career, Mr. Rathjen served as an Institutional Fixed Income Specialist at Prudential Securities.
Prior to his career on Wall Street, Mr. Rathjen served as an Engineering Officer in the Surface Warfare Community of the United States Navy. While stationed aboard the USS Ouellet (FF-1077) in Pearl Harbor, Hawaii, Lieutenant Rathjen was awarded both the Navy Commendation Medal and the Navy Achievement Medal for Meritorious Service.
Mr. Rathjen is a Knight of the Sovereign Military Order of Malta and a member of the Friendly Sons of St. Patrick of New York, where he serves on the Admissions Committee. He is a member of Senator Kirsten Gillibrand's Service Academy Nominating Committee and is active with the Naval Academy Alumni Association, serving as a Blue and Gold Officer supporting inner-city students through the admissions process. He is also a member of the USNA President's Circle. He also serves as an advisor to Aldis Institution Services.
He holds a Bachelor of Science in Economics from the United States Naval Academy in Annapolis, Maryland, and maintains FINRA Series 7, 24, 63, and 66 licenses.
He resides in Rockville Centre, New York with his wife, Wendy, and their daughters, Sydney and Charlotte.

Neal Wilkinson
Partner
Neal Wilkinson is a seasoned senior sales executive specializing in the Taft-Hartley pension fund market. He has a strong record of raising institutional assets, developing and executing marketing strategies, and implementing business plans that drive sustainable growth and profitability.
Prior to joining Kelson Group, Neal led institutional sales and investment efforts at Ullico Investment Advisors, served as an operating partner at GrandFund Investment Group, and founded and led Sparta Asset Management. He holds a B.A. from James Madison University, was an NFL Draft pick by the Green Bay Packers, and maintains FINRA Series 7, 24, and 63 licenses.

James P. McPartland
Partner
Mr. McPartland is a Partner with the Kelson Group. Prior to joining the firm, he founded JPM Advisors LLC, an SEC and FINRA-registered broker-dealer specializing in capital raising for institutional asset managers.
Before establishing JPM Advisors LLC, Mr. McPartland held senior leadership roles across prominent financial institutions, serving as Managing Director at Deutsche Asset Management in New York, Director of Sales at Batterymarch Financial Services in Boston, and Senior Vice President of Institutional Banking and Director of Sales at U.S. Trust Company and its Asset Management Division in Boston.
Mr. McPartland holds FINRA Series 7, 14, 24, 63, 79, and 99 licenses.
He began his career in a variety of roles spanning education, labor relations, and business, including positions as an English Teacher at Lincoln-Sudbury High School, a Business Agent with SEIU, a Consultant with the Massachusetts AFL-CIO, and marketing and management roles at Table Talk Inc. and Polar Corporation in Worcester, Massachusetts.
Mr. McPartland holds a Bachelor of Arts degree from Assumption College and completed the Harvard Trade Union Program at Harvard Business School.

Dennis Rothe
Director
Dennis brings over 30 years of experience in the investment management industry, with the majority of his career spent in senior leadership and global distribution roles at Franklin Templeton Investments and Cohen & Steers.
Prior to joining the Kelson Group in 2025, he led capital formation and product strategy efforts at Dauntless Management, a start-up emerging markets equity specialist firm. His experience encompasses working with institutional clients and their consultant advisors across a broad spectrum of traditional and alternative asset classes.
Dennis began his career in 1993 at Evaluation Associates, an investment consulting firm, before joining Fiduciary Trust Company International in 1997, which was subsequently acquired by Franklin Templeton.
He holds a Bachelor of Arts in Economics from the University of Connecticut and maintains FINRA Series 7 and Series 63 licenses.

Kenneth Merlo
General Counsel
Kenneth Merlo serves as General Counsel of the Kelson Group, where he draws on decades of compliance and regulatory experience across institutional financial services.
Mr. Merlo joined Kelson in 2019 following senior roles at several distinguished firms. He served as Chief Compliance Officer of Roberts & Ryan Investments, an SEC-registered, Service-Disabled Veteran-Owned broker-dealer, and prior to that as CCO of Eden Capital Management LLC, an SEC-registered private equity investment advisor. Earlier in his career, he held the position of Chief Compliance Officer and Registered Securities Principal at Global Ventures, LLC, a FINRA-member placement and third-party marketing firm, and has served in senior compliance and principal capacities at a number of FINRA-member broker-dealer firms throughout the New York metropolitan area.
Mr. Merlo holds FINRA SIE and Series 7, 14, 24, 63, 79, and 99 licenses and is a member of the New York State Bar Association. He earned his J.D. from Brooklyn Law School and his B.A. in Art History from Vassar College.