Profilo
Michael John Kerr worked as an Analyst at Gardner Lewis Asset Management LP, a Senior Investment Advisor at TD Private Client Wealth LLC, a Vice President & Senior Portfolio Manager at Brinker Capital, Inc., and a Senior Investment Strategist at Wells Fargo Bank, NA (Private Banking).
He also worked as an Associate Head of Wealth Advisory at Brinker Capital Investments LLC from 2021 to 2022.
Mr. Kerr received an undergraduate degree from the University of Notre Dame.
Precedenti posizioni note di Mitch Kerr
Società | Posizione | Fine |
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Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Gestore di Portafoglio-Azioni | 31/12/2022 |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Corporate Officer/Principal | - |
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Gestore di Portafoglio-Azioni | - |
TD Private Client Wealth LLC
TD Private Client Wealth LLC Investment ManagersFinance Part of The Toronto-Dominion Bank, TD Private Client Wealth LLC is a company that provides investment advice. The company is based in New York, NY. | Corporate Officer/Principal | - |
Gardner Lewis Asset Management LP
Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis Asset Management LP (Gardner Lewis) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Chadds Ford, Pennsylvania. The firm was founded in 1990 by W. Whitfield Gardner and John L. Lewis IV. Gardner Lewis provides investment advisory services on a discretionary basis to both managed account clients as well as private pooled investment vehicles it sponsors intended only for sophisticated investors. | Analyst-Equity | - |
Formazione di Mitch Kerr
University of Notre Dame | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
Aziende private | 5 |
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Gardner Lewis Asset Management LP
Gardner Lewis Asset Management LP Investment ManagersFinance Gardner Lewis Asset Management LP (Gardner Lewis) is an independent, SEC-registered investment adviser and hedge fund manager headquartered in Chadds Ford, Pennsylvania. The firm was founded in 1990 by W. Whitfield Gardner and John L. Lewis IV. Gardner Lewis provides investment advisory services on a discretionary basis to both managed account clients as well as private pooled investment vehicles it sponsors intended only for sophisticated investors. | Finance |
TD Private Client Wealth LLC
TD Private Client Wealth LLC Investment ManagersFinance Part of The Toronto-Dominion Bank, TD Private Client Wealth LLC is a company that provides investment advice. The company is based in New York, NY. | Finance |
Brinker Capital, Inc.
Brinker Capital, Inc. Investment ManagersFinance Brinker Capital, Inc. is a SEC-registered investment advisor and wealth management firm headquartered in Berwyn, Pennsylvania. The firm was founded in 1987 by Charles Widger and Noreen Beaman. They are a subsidiary of Brinker Capital Holdings, Inc. Brinker Capital provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
Wells Fargo Bank, NA (Private Banking)
Wells Fargo Bank, NA (Private Banking) Investment ManagersFinance Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors. | Finance |
Brinker Capital Investments LLC
Brinker Capital Investments LLC Investment ManagersFinance Brinker Capital Investments LLC (Brinker) is a SEC-registered investment advisor headquartered in Berwyn, Pennsylvania. The firm was founded by Noreen Beaman in 1989 as CLS Investments LLC. They are a subsidiary of Orion Advisor Solutions, Inc., ultimately held by GT Polaris Holdings LP. Brinker provides investment advice to individuals, banks or thrift institutions, pension and profit-sharing plans, trusts, estates or charitable institutions and other business entities. | Finance |
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