Profiel
Mr. Matthew E.
kerr, CFA, is a Family Wealth Director at Keel Point LLC.
He joined the firm in 2016 as a member of the Investment Team after working with the Corporate Development group at Regions Bank.
During his time on the Investment Team, his responsibilities included investment research, portfolio construction and working with the firm’s institutional clients.
As a family wealth director, he enjoys partnering with families to align their financial lives with their goals.
Mr. kerr graduated from Clemson University with a degree in Economics and received a Masters in Finance from the University of Alabama.
Actieve functies van Matthew Edward kerr
| Bedrijven | Functie | Begin |
|---|---|---|
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Analyst-Equity | 01-01-2016 |
Eerdere bekende functies van Matthew Edward kerr
| Bedrijven | Functie | Einde |
|---|---|---|
| REGIONS FINANCIAL CORPORATION | Corporate Officer/Principal | 01-01-2016 |
Opleiding van Matthew Edward kerr
| The University of Alabama in Huntsville | Graduate Degree |
| Clemson University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Beursgenoteerde bedrijven | 1 |
|---|---|
| REGIONS FINANCIAL CORPORATION | Finance |
| Bedrijven in privébezit | 1 |
|---|---|
Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point LLC is a SEC-registered investment advisor headquartered in Huntsville, Alabama. The firm was founded by David Parks and Robert Brooks in 1998 by Robert Mayes as Blue Creek Investment Partners LLC. They are a subsidiary of Keel Point Partners LLC. Keel Point provides financial and strategic advice for families just starting out and for families with multi-generational wealth, and investment management designed to allow each family to reach their financial goals. | Finance |
