Thomas Daniel Kerr
Analyst-Equity bei Zacks Investment Research, Inc. (Small Cap Research)
Profil
Mr. Thomas D.
Kerr, CFA, is a Senior Analyst at Zacks Investment Research, Inc, with over 25 years of securities industry experience in Technology, Consumer, Industrials, & Energy Sectors.
Prior to joining Zacks in 2021, Mr. Kerr was Senior Investment Specialist at WestPac Wealth Partners, Chief Investment Officer/Director at Research of SGL Investment Advisors, Portfolio Manager, Equity Analyst and Principal at Rocky Peak Capital Management, Portfolio Manager and Equity Analyst at Reed, Conner & Birdwell Investment Management (co-managing the Small Cap Value strategy and Small Cap Value Mutual Fund).
Tom started his career as Financial Analyst at Fuji Bank and G.E.
Capital.
He serves on the boards of CASA of Missoula and the Montana State Parks Foundation.
He is also a member of the Montana Snowbowl Volunteer Ski Patrol.
Mr. Kerr is a CFA charterholder and obtained a B.B.A in Finance from Texas Tech University.
Aktive Positionen von Thomas Daniel Kerr
| Unternehmen | Position | Beginn |
|---|---|---|
| Zacks Investment Research, Inc. (Small Cap Research) | Analyst-Equity | 01.01.2021 |
Ehemalige bekannte Positionen von Thomas Daniel Kerr
| Unternehmen | Position | Ende |
|---|---|---|
Rocky Peak Capital Management LLC
 Rocky Peak Capital Management LLC Investment ManagersFinance Founded in 2011 by Tom Kerr, Rocky Peak Capital Management LLC is an investment advisor located in Calabasas, California. | Gründer | 01.09.2014 |
Reed, Conner & Birdwell LLC
 Reed, Conner & Birdwell LLC Investment ManagersFinance Founded in 1959, Reed, Conner & Birdwell LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of City National Corp. (NYSE: CYN). They manage assets for high net-worth individuals, families and institutional clients. | Analyst-Equity | 11.10.2010 |
| Fuji Bank Ltd. | Analyst-Equity | 02.01.1994 |
General Electric Capital Corp.
 General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Corporate Officer/Principal | 01.01.1989 |
WestPac Wealth Partners LLC
 WestPac Wealth Partners LLC Investment ManagersFinance WestPac Wealth Partners LLC operates as a wealth management firm. The company was founded by Nash Subotic and is headquartered in La Jolla, CA. | Corporate Officer/Principal | - |
Ausbildung von Thomas Daniel Kerr
| Texas Tech 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 | 9 |
|---|---|
General Electric Capital Corp.
General Electric Capital Corp. Finance/Rental/LeasingFinance General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT. | Finance |
Reed, Conner & Birdwell LLC
Reed, Conner & Birdwell LLC Investment ManagersFinance Founded in 1959, Reed, Conner & Birdwell LLC is a registered investment advisor located in Los Angeles. The firm is a subsidiary of City National Corp. (NYSE: CYN). They manage assets for high net-worth individuals, families and institutional clients. | Finance |
| Fuji Bank Ltd. | Finance |
Mizuho Bank (USA)
 Mizuho Bank (USA) Regional BanksFinance Part of Mizuho Financial Group, Inc., Mizuho Bank (USA) is a leading bank with one of the largest customer bases in the world, and an extensive international network covering financial and business centers around the world. The company is based in New York, NY. Mizuho Bank offers a range of services including advisory services, finance solutions, treasury, cash management, institutional services, and custody services. The company has over 100 branches and offices outside Japan, serving the corporate and investment banking needs of its clients worldwide. Mizuho Bank is warning consumers about ongoing social engineering scams where individuals are purporting to be representatives of the bank to scam unsuspecting consumers. The company also warns about companies identifying themselves as part of Mizuho Financial Group, which are not affiliated with the group or any of its companies. | Finance |
SGL Investment Advisors, Inc.
 SGL Investment Advisors, Inc. Investment ManagersFinance Part of SGL Financial Services Corp., SGL Investment Advisors, Inc. provides investment advice. The company is based in Missoula, MT. | Finance |
Aristotle Capital Management LLC
 Aristotle Capital Management LLC Investment ManagersFinance Aristotle Capital Management LLC (Aristotle Capital) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Howard R. Gleicher and Steven M. Borowski in 2010. Aristotle Capital serves as a discretionary investment advisor to institutional and retail separate account clients and as a discretionary investment advisor to private pooled investment vehicles. They provide equity, fixed and balanced portfolio management services for institutional and high net worth clients. | Finance |
| Zacks Investment Research, Inc. (Small Cap Research) | Finance |
WestPac Wealth Partners LLC
WestPac Wealth Partners LLC Investment ManagersFinance WestPac Wealth Partners LLC operates as a wealth management firm. The company was founded by Nash Subotic and is headquartered in La Jolla, CA. | Finance |
Rocky Peak Capital Management LLC
Rocky Peak Capital Management LLC Investment ManagersFinance Founded in 2011 by Tom Kerr, Rocky Peak Capital Management LLC is an investment advisor located in Calabasas, California. | Finance |
