Matthew Kelley

Matthew Kelley, CFA has extensive work experience in the finance industry. Matthew began their career at Graystone Consulting, Morgan Stanley in 2008, where they worked as an Institutional Consulting Analyst for nearly a decade. In 2017, Matthew joined Tompkins Financial Advisors as a Portfolio Manager, contributing to the management of investment portfolios. Currently, Matthew holds the position of Chief Investment Officer at ESL Federal Credit Union, a role they started in June 2023. Prior to this role, they also served as the Manager of Portfolio Strategy at ESL Federal Credit Union. Overall, Matthew's work experience highlights their expertise in portfolio management and investment analysis.

Matthew Kelley, CFA has a Master's degree in Finance, General from the University of Rochester - Simon Business School, which they obtained from 2006 to 2008. Prior to that, they completed their Bachelor's Degree in Economics at the University of Rochester from 2001 to 2005. Additionally, they obtained the Chartered Financial Analyst (CFA) certification from the CFA Institute in November 2012.