Tompkins Financial Advisors has expanded its capabilities for specialized portfolio management and investment strategies in Western New York with the hiring of Matt Kelley as the company’s Portfolio Manager.
Kelley will be a key member of the Tompkins Financial Advisors Investment Committee and is the first Portfolio Manager to join the company. He will be responsible for developing and implementing investment strategies for individuals and institutional investors. Kelley will also serve as an investment specialist supporting the Tompkins Financial Advisors business development team.
“Our clients will benefit from Matt’s experience as a research analyst, and his ability to develop customized investment strategies,” said Jim Sperry, Tompkins Financial Advisors Managing Director for Western New York. “Like every member of our team, Matt will be focused on understanding our clients’ complete financial picture so we can provide the wealth management strategies that make a meaningful difference in their lives.”
Kelley has more than nine years of client management and portfolio management experience. He holds the Chartered Financial Analyst (CFA) designation, and FINRA Series 7 and 66 registrations. Kelley most recently served as Assistant Vice President of Graystone Consulting, a unit of Morgan Stanley. Within that role, he directed research and managed a globally diversified portfolio of more than $1 billion for high net worth families and institutions.
Kelley earned his Bachelor’s degree in Economics from the University of Rochester, and his Master’s degree in Finance from the Simon Graduate School of Business at the University of Rochester, where he graduated with Beta Gamma Sigma honors. Beta Gamma Sigma is the international honor society serving business programs accredited by the Association to Advance Collegiate Schools of Business. Membership in Beta Gamma Sigma is the highest recognition a business student anywhere in the world can receive in a business program accredited by AACSB International.
Kelley and his family live in Victor, N.Y.
