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Assistant Vice President
Matthew Kelly is an Assistant Vice President and Portfolio Manager at Beacon Trust. 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, Matthew worked for Morgan Stanley and MetLife Investments. Mr. Kelly 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.