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Matthew Sean Kelly
Portfolio Manager-Equities at Ironwood Investment Counsel LLC
Profile
Mr. Matthew S.
Kelly is a Portfolio Manager at Ironwood Investment Counsel LLC.
He began his career in financial services in 2004.
Prior to joining Ironwood Investment Counsel, Mr. Kelly was a relationship manager for Wilmington Trust Company, where he was responsible for the performance reporting and relationship management for institutional clients.
He is an active member of the Greater Phoenix chapter of the Financial Planning Association.
He holds a Masters in Business Administration degree from the University of Phoenix and Bachelor of Science degree in Global Business with a major in Financial Management from Arizona State University.
He was awarded the Certified Financial Planner certification in 2011.
He also holds the Certified Investment Management Analyst certification, administered by Investment Management Consultants Association.
Matthew Sean Kelly active positions
Companies | Position | Start |
---|---|---|
Ironwood Investment Counsel LLC
![]() Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Portfolio Manager-Equities | 2009-02-28 |
Former positions of Matthew Sean Kelly
Companies | Position | End |
---|---|---|
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Corporate Officer/Principal | - |
Training of Matthew Sean Kelly
University of Phoenix | Masters Business Admin |
Arizona State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 2 |
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Ironwood Investment Counsel LLC
![]() Ironwood Investment Counsel LLC Investment ManagersFinance Ironwood Investment Counsel LLC (IIC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Scottsdale, Arizona. The firm was founded by Paul W. Alston and Jeffrey E. Shiffra in 2001. IIC provides investment advisory services to individuals, families, foundations, trusts and retirement plans. | Finance |
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Finance |
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