![Matt Kerr](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Perfil
Mr. Matthew E.
Kerr, CFA, is a Family Wealth Director at Keel Point LLC.
He initially 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, Mr. Kerr enjoys partnering with families to align their financial lives with their goals.
He is experienced in developing customized plans across investment management, tax planning and estate planning strategies.
He graduated from Clemson University with a degree in Economics and received a Masters in Finance from the University of Alabama.
He is a CERTIFIED FINANCIAL PLANNER and is a CFA Charterholder.
Cargos activos de Matt Kerr
| Empresas | Cargo | Inicio |
|---|---|---|
Keel Point LLC
 Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes. | Analyst-Equity | 01/01/2016 |
Antiguos cargos conocidos de Matt Kerr.
| Empresas | Cargo | Fin |
|---|---|---|
| REGIONS FINANCIAL CORPORATION | Corporate Officer/Principal | 01/01/2016 |
Formación de Matt Kerr.
Experiencias
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Empresas cotizadas
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Relaciones
33
Relaciones de 1er grado
4
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 4 |
|---|---|
Keel Point LLC
Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes. | Finance |
Regions Financial Corp.
 Regions Financial Corp. Major BanksFinance Operates as a bank holding company through its subsidiaries provide banking and financial services | Finance |
Clemson University
 Clemson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The University of Alabama in Huntsville
 The University of Alabama in Huntsville Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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