Mark Kenneth Kerwood
Finanzdirektor/CFO bei Trail Ridge Investment Advisors LLC
Profil
Mr. Mark K.
Kerwood, CFA, is a Chief Financial Officer & Investment Strategist at Trail Ridge Investment Advisors LLC.
He advises clients through the various stages in their lives by building investment portfolios to help them achieve the goals they set for themselves.
He served as a Portfolio Manager for First National Bank Wealth Management, where he invested over $180 million in fiduciary, institutional, and private client portfolios.
He holds a Bachelor of Science in Business Administration from Colorado State University and earned the Chartered Financial Analyst® designation.
Aktive Positionen von Mark Kenneth Kerwood
| Unternehmen | Position | Beginn |
|---|---|---|
Trail Ridge Investment Advisors LLC
 Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Finanzdirektor/CFO | 01.02.2017 |
Ehemalige bekannte Positionen von Mark Kenneth Kerwood
| Unternehmen | Position | Ende |
|---|---|---|
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Analyst-Equity | - |
Ausbildung von Mark Kenneth Kerwood
| Colorado State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 2 |
|---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Finance |
