Perfil
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.
Cargos activos de Matthew Edward kerr
| Empresas | Cargo | Inicio |
|---|---|---|
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 |
Antiguos cargos conocidos de Matthew Edward kerr.
| Empresas | Cargo | Fin |
|---|---|---|
| REGIONS FINANCIAL CORPORATION | Corporate Officer/Principal | 01/01/2016 |
Formación de Matthew Edward kerr.
| The University of Alabama in Huntsville | Graduate Degree |
| Clemson University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
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Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
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Empresas relacionadas
| Empresas cotizadas | 1 |
|---|---|
| REGIONS FINANCIAL CORPORATION | Finance |
| Empresas privadas | 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 |
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