Matthew Kelly
Portfolio Manager-Equities at Beacon Investment Advisory Services, Inc.
Network origin in Matthew Kelly first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
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.
10
| Subsidiary | Investment Managers | 10 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matthew Kelly via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| DOW CHEMICAL COMPANY (THE) | Chemicals: Specialty | Corporate Officer/Principal | |
| Manhattanville College | College/University | Undergraduate Degree | |
Barra LLC
 Barra LLC Packaged SoftwareTechnology Services Barra LLC provides investment analytics, trading solutions and software to investment professions. The company provides risk management technology for investment professionals. Barra was founded by Barr Rosenberg and Andrew Rudd in 1975 and is headquartered in Berkeley, CA. | Packaged Software | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
 Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities | |
Credit Suisse Asset Management LLC
 Credit Suisse Asset Management LLC Investment ManagersFinance Founded in 1999, Credit Suisse Asset Management LLC (CSAM) is a registered investment advisor headquartered in New York City. The firm is an indirect wholly-owned subsidiary of Credit Suisse Group AG (NYSE: CS), a publicly owned foreign bank holding company based in Switzerland. | Investment Managers | Portfolio Manager-Equities | |
Beacon Trust Co.
 Beacon Trust Co. Investment ManagersFinance Beacon Trust Co. is a full-service wealth management firm headquartered in Morristown, New Jersey. The firm was founded in 1988 and is a subsidiary of Provident Bank, which is owned by Provident Financial Services, Inc. (NYSE: PFS). Beacon Trust provides a comprehensive service such as investment advisory, financial planning, tax compliance and planning, trust and estate administration, and banking services through Provident Bank, the parent company of Beacon Trust. | Investment Managers | Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree | |
| TD Wealth Management Services, Inc. | Corporate Officer/Principal | ||
| The Trustees of Columbia University in The City of New York | College/University | Undergraduate Degree | |
HSBC Bank USA, NA
 HSBC Bank USA, NA Investment ManagersFinance HSBC Bank USA NA engages in the provision of banking services. Its lines of business are Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Private Bank. The company is headquartered in McLean, VA. | Investment Managers | Portfolio Manager-Equities | |
| Rutgers State University of New Jersey | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Fordham University
 Fordham University Other Consumer ServicesConsumer Services Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY. | College/University | Undergraduate Degree | |
| The University of Chicago | College/University | Masters Business Admin | |
| Pace University | College/University | Masters Business Admin | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
Hutton Capital Management, Inc.
 Hutton Capital Management, Inc. Finance/Rental/LeasingFinance Hutton Capital Management, Inc. provides financing services. The private company is based in East Aurora, NY. The company was founded by Ron Friedman. Ron Friedman has been the CEO since incorporation. | Finance/Rental/Leasing | Corporate Officer/Principal | |
| Gabelli School of Business | College/University | Masters Business Admin | |
Tandem Wealth Advisors LLC
 Tandem Wealth Advisors LLC Investment ManagersFinance Tandem Wealth Advisors LLC (Tandem) is a SEC-registered investment advisor headquartered in Phoenix, Arizona. The firm was founded in 2011 by C. Angus Schaal, Tom D'Auria, and Fred Lutcher. They are principally owned by the Schaal Trust. Tandem provides investment services to individuals, families, trusts, retirement plans, charitable organizations, and corporations. | Investment Managers | Portfolio Manager-Equities | |
| BELITE BIO, INC | Pharmaceuticals: Major | Director/Board Member | |
| Rutgers Business School | College/University | Corporate Officer/Principal | |
| Columbia School of International & Public Affairs | College/University | Graduate Degree | |
| Columbia Law School | College/University | Graduate Degree |
Statistics
International
| United States | 34 |
| France | 2 |
Sectoral
| Finance | 19 |
| Consumer Services | 13 |
| Process Industries | 2 |
| Technology Services | 2 |
| Health Technology | 2 |
Operational
| Portfolio Manager-Equities | 25 |
| Corporate Officer/Principal | 13 |
| Undergraduate Degree | 8 |
| Analyst-Equity | 4 |
| Masters Business Admin | 4 |
Most connected contacts
| Insiders | |
|---|---|
| Jack Corcoran | 13 |
| Bill Butler | 10 |
| Howard R. Friedner | 7 |
| John Longo | 7 |
| Christopher William Shagawat | 4 |
| Susan Hayes | 4 |
| Brian McGann | 3 |
| Charles Pawlik | 3 |
| Diane Radossich | 2 |
| Declan F. | 2 |
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