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Matthew Kelly

Matthew Kelly 1

Matthew Kelly, CMT®, FRM®

Vice President 
Portfolio Manager

Matthew Kelly is a 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 key duties include, conducting due diligence on the firm's third-party managers and assisting with various investment related initiatives; specific to Beacon’s open architecture/exchange-traded fund model offerings. 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.