Kerby Wallick
Chief Investment Strategist at StreamSong Advisors, LLC
- Role
- Chief Investment Strategist at StreamSong Advisors
- Location
- Grand Rapids, MI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kerby Wallick
At StreamSong Advisors, we build relationships before we build portfolios. Our…
Experience
Chief Investment Strategist
Sep 2014 — Present · Grand Rapids, MI, US
Education
The University of Akron
Bachelor of Science (B.S.) with Honors, Finance, General
1985 — 1989
Skills
- Securities
- Portfolio Management
- Estate Planning
- Financial Planning
- Asset Managment
- Wealth
- Financial Services
- Asset Management
- Investment Management
- Wealth Management Services
- Investment Strategies
- Alternative Investments
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Equities
- Finance
- Strategic Financial Planning
- Wealth Management
- Investment Advisory
- Equity Research
- Financial Analysis
- Investments
- High Net Worth Individuals
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