![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>)
Profiel
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.
Actieve functies van Matt Kerr
| Bedrijven | Functie | Begin |
|---|---|---|
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 |
Eerdere bekende functies van Matt Kerr
| Bedrijven | Functie | Einde |
|---|---|---|
| REGIONS FINANCIAL CORPORATION | Corporate Officer/Principal | 01-01-2016 |
Opleiding van Matt Kerr
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
33
Eerstegraads connecties
4
Bedrijven verbonden in de eerste graad
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Vrouw
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Verwante bedrijven
| Bedrijven in privébezit | 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 |
