Beacon Trust
Matthew K. is a seasoned finance professional with extensive experience in portfolio management and operations within the hedge fund sector. Currently serving as a Portfolio Manager at Beacon Trust since May 2022, Matthew previously held the position of Director of Operations for Hedge Funds at Morgan Stanley from October 2019 to April 2022. Matthew's career also includes a significant tenure as a Senior Derivatives Analyst in the Middle Office at MetLife from November 2012 to October 2019. Matthew holds a Bachelor's Degree in Economics from the University of South Carolina.
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Beacon Trust
Based in Morristown, New Jersey, Beacon Trust is a full service wealth management firm with approximately $4 billion in assets under administration and decades of proven success, superior solutions and exceptional client service. We focus on helping you attain, preserve and expand your assets through customized wealth management planning — always with your best interests first, that’s our fiduciary duty. Gaining insight into your lifestyle goals, business affairs and legacy intentions requires an approach to proactive communication that involves more than just phone calls and emails. Driven by your goals, our portfolio managers and wealth advisors strive to make every interaction productive, personal and meaningful. Beacon Trust provides a comprehensive suite of financial services designed for flexibility, including Investment Management, Sophisticated Financial Planning, Tax Advisory and Preparation, Trust and Estate Fiduciary, and Private Banking.