Matthew Kelly
Portfolio Manager-Aktien bei 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.
Aktive Positionen von Matthew Kelly
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Ehemalige bekannte Positionen von Matthew Kelly
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | - |
Ausbildung von Matthew Kelly
| University of South Carolina | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
