Matthew Kelly, CFP®, CIMA®2018-09-06T16:33:34+00:00

Matthew Kelly, CFP®, CIMA®

Portfolio Manager

mkelly@ironwoodic.com

(480) 609-4700

14646 North Kierland Boulevard Suite 135

Scottsdale AZ 85254

Matthew began his career in financial services in 2004. Prior to joining Ironwood Investment Counsel, Matthew was a relationship manager for Wilmington Trust Company, where he was responsible for the performance reporting and relationship management for institutional clients.

Matthew 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 and is an active member of the Greater Phoenix chapter of the Financial Planning Association. In addition, he also holds the Certified Investment Management Analyst® certification, administered by Investment Management Consultants Association® and taught in conjunction with The Wharton School, University of Pennsylvania. Matthew is also a 2019 Level II CFA Candidate.

mkelly@ironwoodic.com