Kerry Robert Neils

Gestor de Cartera-Acciones en Stockman Wealth Management, Inc. .

Finance

Perfil

Mr. Kerry R.
Neils, CFA, is a Vice President & Senior Portfolio Manager at Stockman Wealth Management, Inc. He brings to the Wealth Team extensive experience as a professional securities analyst and portfolio manager.
Mr. Neils was employed as Vice President by AnnaCo Investment Management, Inc. Mr. Neils graduated from Carroll College in finance and accounting.
He holds the Chartered Financial Analyst designation.

Cargos activos de Kerry Robert Neils

Empresas	Cargo	Inicio
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.	Gestor de Cartera-Acciones	-

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Empresas	Cargo	Fin
AnnaCo Investment Management, Inc. AnnaCo Investment Management, Inc. Investment ManagersFinance Founded in 1978, the Anna Corp. is a registered investment advisor located in Helena, Montana	Oficial de Cumplimiento	16/01/2015

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AnnaCo Investment Management, Inc. AnnaCo Investment Management, Inc. Investment ManagersFinance Founded in 1978, the Anna Corp. is a registered investment advisor located in Helena, Montana	Finance
Stockman Wealth Management, Inc. Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities.	Finance