Mark Kenneth Kerwood
Director of Finance/CFO at Trail Ridge Investment Advisors LLC
Mark Kenneth Kerwood active positions
Companies | Position | Start | End |
---|---|---|---|
Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Director of Finance/CFO | 31/01/2017 | - |
Portfolio Manager-Equities | 31/01/2017 | - | |
Market Strategist | 31/01/2017 | - |
Career history of Mark Kenneth Kerwood
Former positions of Mark Kenneth Kerwood
Companies | Position | Start | End |
---|---|---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Analyst-Equity | 31/12/2004 | - |
Analyst-Fixed Income | 31/12/2004 | - | |
Portfolio Manager-Equities | 31/12/2004 | - |
Training of Mark Kenneth Kerwood
Colorado State University | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 2 |
Analyst-Equity | 1 |
Analyst-Fixed Income | 1 |
Sectoral
Finance | 3 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Finance |
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