Mark Kerwood
Chief Financial Officer and Investment Strategist @Trail Ridge Wealth Management
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WORK HISTORY
Chief Financial Officer and Investment Strategist @Trail Ridge Wealth Management
Fort Collins, CO, US
I fulfill a number of roles for the Firm. I serve as Captain Capital, Money Maven, eMedia Mogul, and Tech Titan of Trail Ridge Wealth Management. I also serve as the Investment Strategist and Operations Guru for Trail Ridge Investment Advisors, as well as a Portfolio Manager. For Trail Ridge Trust Company, I serve as Treasurer.Externally, my title is “Chief Financial Officer and Investment Strategist, Trail Ridge Wealth Management, Inc.”
EDUCATION
Colorado State University
Bachelor of Science, Business Administration: Finance & Real Estate
Harvard Business School
SVMP, Summer Venture in Management Program
SKILLS
ABOUT MARK KERWOOD
Mark Kerwood, CFA is an accomplished financial professional and entrepreneur focusing on…
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