Matthew Kelly

Matthew Kelly is Vice President and Portfolio Manager at Beacon Trust, where he is responsible for developing, implementing, and managing investment portfolios for high-net-worth individuals and institutional clients. His key responsibilities include conducting due diligence on third-party investment managers and contributing to Beacon’s open architecture and exchange-traded fund (ETF) model offerings.

His expertise encompasses multi-asset class portfolio management, with particular focus on open architecture/ETF strategies and manager selection, serving both private and institutional clients. Throughout his career, he has demonstrated a strong capability in risk management and investment analysis, leveraging his background in alternative investments and derivatives from prior roles.

Before joining Beacon Trust, Matthew held senior positions at Morgan Stanley as Director of Operations for Hedge Funds and at MetLife as Senior Derivatives Analyst, where he specialized in hedge fund operations and derivatives analytics. He holds a Bachelor’s degree in Economics from the University of South Carolina, as well as the Chartered Market Technician (CMT) and Financial Risk Manager (FRM) designations, underscoring his technical proficiency and commitment to high professional standards.