Kerry Robert Neils

Gestore di Portafoglio-Azioni presso Stockman Wealth Management, Inc.

Finance

Profilo

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.

Posizioni attive di Kerry Robert Neils

Società	Posizione	Inizio
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.	Gestore di Portafoglio-Azioni	-

Tutte le posizioni attive di Kerry Robert Neils

Precedenti posizioni note di Kerry Robert Neils

Società	Posizione	Fine
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	Responsabile della Conformità	16/01/2015

Vedi nel dettaglio l'esperienza di Kerry Robert Neils

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Kerry Robert Neils

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

Vedi i contatti personali

Società collegate

Aziende private	2
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