Matthew Kelly
Gestore di Portafoglio-Azioni presso Beacon Investment Advisory Services, Inc.
Profilo
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.
Posizioni attive di Matthew Kelly
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | - |
Precedenti posizioni note di Matthew Kelly
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | - |
Formazione di Matthew Kelly
| University of South Carolina | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 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 |
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