Matthew Kelley, CFP®, AIF®
President & Chief Compliance Officer at Gold Medal Waters- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
French Limited working proficiency
-
Spanish Elementary proficiency
Topline Score
Bio
Credentials
-
Cryptocurrency and Blockchain: An Introduction to Digital Currencies
The Wharton SchoolJul, 2021- Nov, 2024 -
Finding Purpose and Meaning In Life: Living for What Matters Most
University of MichiganDec, 2020- Nov, 2024 -
Business Model Innovation
HEC ParisOct, 2020- Nov, 2024 -
Entrepreneurship Strategy: From Ideation to Exit
HEC ParisSep, 2020- Nov, 2024 -
Building Your Leadership Skills
HEC ParisAug, 2020- Nov, 2024 -
Design Thinking
HEC ParisJul, 2020- Nov, 2024 -
Managing Innovation and Design Thinking Specialization
HEC ParisJul, 2020- Nov, 2024 -
Organizational Design and Management
HEC ParisMay, 2020- Nov, 2024 -
Strategic Management of Innovation
HEC ParisMay, 2020- Nov, 2024 -
Boosting Creativity for Innovation
HEC ParisApr, 2020- Nov, 2024 -
Inspiring Leadership through Emotional Intelligence
Case Western Reserve UniversityDec, 2016- Nov, 2024 -
ACCREDITED INVESTMENT FIDUCIARY™
University of Pittsburgh Katz Graduate School of BusinessJul, 2006- Nov, 2024 -
CERTIFIED FINANCIAL PLANNER™ Professional
CFP BoardJan, 2005- Nov, 2024 -
NAPFA Registered Financial Advisor
National Association of Personal Financial AdvisorsSep, 2004- Nov, 2024 -
Accredited Asset Management Specialist™
College for Financial PlanningNov, 2002- Nov, 2024
Experience
-
Gold Medal Waters
-
United States
-
Financial Services
-
1 - 100 Employee
-
President & Chief Compliance Officer
-
Jul 2004 - Present
In July of 2004, I embarked on a journey I never dreamed I'd be on. The night before my wedding, I informed my parents that I was planning to leave my current job to start my own company. I "proposed" this idea to my wife on our honeymoon. Luckily, she backed me 100%, and for some years, we lived off her income alone. This decision to become an entrepreneur yielded more personal growth than I ever anticipated. I feel as though I've earned my MBA in all the mistakes I have learned from as a business owner. Now, these many years later, I'm immensely proud of the company my team, and I have built. The firm is now centered around the idea that we should be helping our clients define what they want most out of life and then help them optimize a path to achieving those outcomes. Sure, we gotta nail the investment advice and portfolio management too, but that should be "table stakes." I don't want our team to rest until we help our clients fulfill their aspirations and make the most of the precious time they have on earth. This is why we exist — this is why we do what we do because life is not a rehearsal. Show less
-
-
-
Boulder Valley School District
-
United States
-
Primary and Secondary Education
-
700 & Above Employee
-
Head Varsity Lacrosse Coach - Fairview High School
-
Feb 2015 - Present
After my years of learning from the JV program to the Boulder program to the Dawson program, I felt ready to take what I had learned about leadership, standards, character, vision, and values and infuse them into a new environment to see if we could turn a program around. We took the reins of this storied program and began to change the culture and direction. It took many years to get it right, but it has been a rewarding journey to remake this team into one of the top programs in Colorado. https://www.fairviewlax.com/ Show less
-
-
-
Dawson School
-
United States
-
Education Management
-
1 - 100 Employee
-
Assistant Varsity Lacrosse Coach
-
2012 - 2015
When my daughters were born, I felt the need to step away from my role as a head coach. To create the necessary separation, I joined the staff at the up-and-coming Dawson School. I learned a lot from head coach Pete Devlin and really enjoyed my time helping this team become one of the state's top programs. When my daughters were born, I felt the need to step away from my role as a head coach. To create the necessary separation, I joined the staff at the up-and-coming Dawson School. I learned a lot from head coach Pete Devlin and really enjoyed my time helping this team become one of the state's top programs.
-
-
-
Boulder Valley School District
-
United States
-
Primary and Secondary Education
-
700 & Above Employee
-
Head Varsity Lacrosse Coach - Boulder High School
-
Feb 2001 - Jan 2012
Lacrosse growth exploded in Boulder. As a result, the combined high school program was broken out into the four high school programs participating - Boulder, Fairview, Monarch, and Dawson. I took the reins as the head coach at Boulder High School. Let's call this undertaking "Organizational Management 101." I learned quickly how to manage and grow players, set expectations with parents, negotiate with administrators, project plan seasons, sequence instruction, and chart a path toward future growth and success. My growth at Boulder would later become a model for my career. Show less
-
-
-
A.G. Edwards & Sons, Inc.
-
Financial Services
-
1 - 100 Employee
-
Financial Advisor
-
Jun 2002 - Aug 2004
Admittedly, getting laid off by Sun Microsystems really caused me much distress. I didn't understand how or why they would get rid of the top salesperson. (I would later learn about "last hired, first fired".) Regardless, this event really shook my confidence. However, it also gave me some time to search my soul. My soul searching led me straight back to financial services. This time, though, I struck out on my own and "hung up my own shingle" within the A.G. Edwards structure. Pretty soon, I was engrossed in the A.G. Edwards system. And, talk about training! The team at A.G. Edwards spent so much time teaching us about a new skill: consulting. Suddenly, I went from a person with much theoretical knowledge about financial planning to a person who was actually helping clients create and set up college plans, fund their retirement, and invest their money. Show less
-
-
-
Sun Microsystems
-
United States
-
IT Services and IT Consulting
-
700 & Above Employee
-
Enterprise Sales Specialist
-
Feb 2001 - Oct 2001
I learned so much during my time at A.G. Edwards; however, my compensation was only enough to get me by. It wasn't enough to pay off my student loans or to gather any savings. In addition, I really desired more responsibility. And, tech was booming... So, I left my comfortable job at A.G. Edwards to strike out a new path in sales at Sun Microsystems. Here, I helped colleges and universities implement service programs for their existing enterprise computer systems. I studied networking and HTML coding by night and sold huge contracts by the day. It was quite something, and I discovered that I was really good at coming up with solutions for academic institutions. In 6 months, I earned enough to pay off all my student loans, buy a new car, and accumulate a huge safety net. It was great until the technology boom came to an end, and I found myself in the middle of a layoff. Show less
-
-
-
A.G. Edwards & Sons, Inc.
-
Financial Services
-
1 - 100 Employee
-
Financial Services Assistant
-
Jul 1999 - Jan 2001
After my years in Colorado's playground, I moved down to Boulder to "get a real job." A connection of mine that I met on Copper's golf course suggested I contact a broker at then regional brokerage A.G. Edwards. I helped the top team in Boulder with back-office operations and preparations for client interactions. When I was there, I noticed that the team didn't do any financial planning for its clients. So, drawing on my financial planning acumen from AYCO, I began to push for adding integrated planning. This planning service became a crucial part of the client package moving forward. Show less
-
-
-
Boulder Valley School District
-
United States
-
Primary and Secondary Education
-
700 & Above Employee
-
Head JV Lacrosse Coach - Boulder County
-
Feb 2000 - May 2000
Around the same time that I started at Sun Microsystems, I began my high school lacrosse coaching career. Lacrosse was beginning its surge in popularity, and so the program was a combined program from all the local high schools. The head varsity coach hired me to run the JV team. I jumped right into the fire here. Honestly, I had never coached before, so I relied on the coaching experiences I had as a player to guide me. Looking back, I could have done many things differently. I guess I at least modeled the right stuff for my players, even though I was not much older than them... Show less
-
-
-
Copper Mountain Resort
-
United States
-
Recreational Facilities
-
200 - 300 Employee
-
Staff
-
Nov 1997 - May 1999
Powder, powder, and more powder! After college, I moved to Colorado to pursue my passion for competing in snowboarding. To pay for my lifestyle, I survived by serving in several management roles at Copper Mountain (Intrawest). I oversaw multiple lift operations as a lift foreman in the winters, and I managed the private lesson booking desk and the entire lesson booking staff. In the summers, I kept the golfers moving along as a ranger on Copper's golf course, Copper Creek and taught newcomers how to fly fish. Essentially, I felt like I was "retired." Show less
-
-
-
Goldman Sachs Ayco Personal Financial Management
-
United States
-
Financial Services
-
700 & Above Employee
-
Editorial Intern
-
Jun 1991 - Aug 1993
I worked for Ayco during the summers and winters of my final two years at Fairfield. During my time here, I helped the Senior Editor write and update the company's Money-in-Motion books and other public relations documents. I also wrote articles for the company's internal newsletter. They offered me a job right out of high school and, while I was very appreciative, the mountains of Colorado were calling my heart. I worked for Ayco during the summers and winters of my final two years at Fairfield. During my time here, I helped the Senior Editor write and update the company's Money-in-Motion books and other public relations documents. I also wrote articles for the company's internal newsletter. They offered me a job right out of high school and, while I was very appreciative, the mountains of Colorado were calling my heart.
-
-
Education
-
1993 - 1997
Fairfield University
-
HEC Paris
Master of Science - MS, Innovation and Entrepreneurship -
2006 - 2006
University of Pittsburgh Katz Graduate School of Business
AIF® - ACCREDITED INVESTMENT FIDUCIARY®, Investment Management Process; Fiduciary Responsibility; and Practice Standards of Care. -
2002 - 2004
College for Financial Planning
CFP®, Insurance, Investments, Estate and Tax Law, Retirement -
1996 - 1996
Maynooth University
Irish Culture, History -
1989 - 1993
Saratoga Springs High School
Regents
Community
