Michael Mitch Kerr
Senior Portfolio Manager
- Role
- Senior Portfolio Manager at Ac Wealth Partners
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Portfolio Manager
Mar 2024 — Present · Berwyn, PA, US
Education
University of Notre Dame
Bachelor's Degree, Finance, Minor in Japanese
1997 — 2001
Skills
- Valuation
- Portfolio Management
- Equities
- Asset Allocation
- Mutual Funds
- Risk Management
- Investments
- Investment Strategies
- Alternative Investments
- Private Equity
- Equity Research
- Series 7
- Relationship Management
- Oil & Gas Industry
- Due Diligence
- Private Banking
- Hedge Funds
- Investment Management
- Fiduciary Management
- Asset Management
- Investment Research
- Wealth Management
- Team Leadership
- New Client Acquisitions
- Trading
- Investment Banking
- Mergers & Acquisitions
- Corporate Finance
- Investment Sales
- Asset Managment
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