Matthew Lee Kelley
Director of Research - Equity at Keefe, Bruyette & Woods, Inc.
Profile
Matthew Lee Kelley is currently the Director of Research at Keefe, Bruyette & Woods, Inc. He previously worked as the Director of Research at Sirios Capital Management LP from 2016 to 2021 and as a Research Analyst at Citigroup Asset Management from 2007 to 2009, Morgan Stanley & Co. LLC from 2009 to 2013, and as a Principal at Standard Chartered International (USA) LLC.
Kelley received his undergraduate degree from the University of Richmond in 2001 and his MBA from The University of North Carolina at Asheville in 2006.
Matthew Lee Kelley active positions
| Companies | Position | Start |
|---|---|---|
Keefe, Bruyette & Woods, Inc.
 Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Director of Research - Equity | 31/05/2021 |
Former positions of Matthew Lee Kelley
| Companies | Position | End |
|---|---|---|
Sirios Capital Management LP
 Sirios Capital Management LP Investment ManagersFinance Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts. | Director of Research - Equity | 31/05/2021 |
| Citigroup Asset Management | Corporate Officer/Principal | 31/12/2008 |
Standard Chartered International (USA) LLC
 Standard Chartered International (USA) LLC Major BanksFinance Standard Chartered International (USA) Ltd. is an international bank that provides services to financial institutions, high net worth individuals and affluent customers. The company was founded in 1919 and it is headquartered in New York, NY. | Corporate Officer/Principal | - |
Morgan Stanley & Co. LLC
 Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | - |
Training of Matthew Lee Kelley
| The University of North Carolina at Asheville | Masters Business Admin |
| University of Richmond | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 5 |
|---|---|
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
| Citigroup Asset Management | Finance |
Standard Chartered International (USA) LLC
Standard Chartered International (USA) LLC Major BanksFinance Standard Chartered International (USA) Ltd. is an international bank that provides services to financial institutions, high net worth individuals and affluent customers. The company was founded in 1919 and it is headquartered in New York, NY. | Finance |
Sirios Capital Management LP
Sirios Capital Management LP Investment ManagersFinance Sirios Capital Management LP (Sirios) is a SEC-registered investment advisor and hedge fund manager headquartered in Boston, Massachusetts. The firm was founded in 1999 by John Brennan, Jr. Sirios provides investment advice to private investment funds, UCITS Funds, registered investment companies, wrap program participants, and certain other institutional clients through separate accounts. | Finance |
Keefe, Bruyette & Woods, Inc.
Keefe, Bruyette & Woods, Inc. Investment Banks/BrokersFinance Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies. | Finance |
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