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ESL Names Matt Kelley as Chief Investment Officer, Wealth Management

Rochester, NY — ESL Federal Credit Union recently named Matt Kelley as chief investment officer, wealth management. In his new position, Kelley leads a team of analysts to support the ESL Wealth Management business and deliver a centralized approach to managing customer investments. Kelley first joined ESL in 2019 as a manager, portfolio strategy where his responsibilities included the oversight of the investment philosophy, approach, and overall performance of internal investment portfolios for ESL. As chief investment officer, Kelley’s responsibilities will continue and assist in the growth and development of portfolio models to serve clients of ESL Federal Credit Union Wealth Management subsidiaries including ESL Investment Services, ESL Trust Services, LLC, and Cooper/Haims Advisors, LLC.

He holds a bachelor’s degree in Economics and an MBA in Finance & Strategy from the Simon Business School at the University of Rochester.

About ESL Federal Credit Union

With more than 100 years of locally owned history, ESL Federal Credit Union serves as a full-service financial institution to more than 400,000 members and 15,500 businesses. Founded in 1920, the company provides personal banking, business banking, mortgage services, and wealth management services through its locally based 24-branch network; telephone, mobile and online banking; and live chat center.

The Rochester-based financial institution employs approximately 900 people in the Greater Rochester area and holds more than $9 billion in assets. Since 1996, ESL has paid out 28 consecutive Owners’ Dividends to its members totaling more than $265 million. Since the creation of its Community Impact initiative in 2018, ESL has reinvested more than $100 million in grants throughout the community. The company has appeared on Great Place to Work® lists since 2010. ESL Federal Credit Union is headquartered at 225 Chestnut Street, in Rochester, and can be found online at

For more information, contact:

Rich Pulvino, APR
VP/Director, Marketing