Matthew Kelly
Gestionnaire de Portefeuille-Actions chez Beacon Investment Advisory Services, Inc.
Profil
Mr. Matthew Kelly is an Assistannt Vice President & Portfolio Manager at Beacon Investment Advisory Services, Inc. In this role, he is responsible for the development, implementation, and daily management of investment portfolios for high net worth individuals and institutional clients.
Other responsibilities include investment research as well as equity model trading and implementation.
Prior to joining Beacon, Mr. Kelly was previously employed as an Assistant Vice President & Portfolio Manager by Tirschwell Loewy & Friedner Investments.
He also worked for Morgan Stanley and MetLife Investments.
He graduated from the University of South Carolina with a Bachelor of Arts in Economics.
He currently holds the Chartered Market Technician (CMT) and Financial Risk Management (FRM) professional designations.
Postes actifs de Matthew Kelly
| Sociétés | Poste | Début |
|---|---|---|
Beacon Investment Advisory Services, Inc.
 Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Investment Advisory Services, Inc. (dba Beacon Trust) is a registered investment advisor headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Trust Co. and their ultimate parent is Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides financial planning and consulting services to individual clients. They may also provide advisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Matthew Kelly
| Sociétés | Poste | Fin |
|---|---|---|
Tirschwell Loewy & Friedner Investments
 Tirschwell Loewy & Friedner Investments Investment ManagersFinance Tirschwell Loewy & Friedner Investments (TLFI) is an investment management firm headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Investment Advisory Services, Inc., which is ultimately owned by Provident Financial Services, Inc. (NYSE: PFS). TLFI provides asset management services to individuals, families, endowments, foundations, retirement accounts and institutions. | Gestionnaire de Portefeuille-Actions | - |
Formation de Matthew Kelly
| University of South Carolina | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 2 |
|---|---|
Tirschwell Loewy & Friedner Investments
Tirschwell Loewy & Friedner Investments Investment ManagersFinance Tirschwell Loewy & Friedner Investments (TLFI) is an investment management firm headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Investment Advisory Services, Inc., which is ultimately owned by Provident Financial Services, Inc. (NYSE: PFS). TLFI provides asset management services to individuals, families, endowments, foundations, retirement accounts and institutions. | Finance |
Beacon Investment Advisory Services, Inc.
Beacon Investment Advisory Services, Inc. Investment ManagersFinance Beacon Investment Advisory Services, Inc. (dba Beacon Trust) is a registered investment advisor headquartered in Morristown, New Jersey. The firm is a subsidiary of Beacon Trust Co. and their ultimate parent is Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides financial planning and consulting services to individual clients. They may also provide advisory services to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |
