Zach Kerr
Senior Portfolio Manager at Three Bell Capital
- Role
- Senior Portfolio Manager at Three Bell Capital
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About Zach Kerr
Zach works directly with Private Wealth Clients to advise and execute on all aspects of portfolio construction and asset allocation, as well as comprehensive planning including estate planning, risk management, tax strategy, and charitable giving. Zach also sits on the Three Bell Investment Committee, assisting with investment due diligence, selection, and monitoring
Experience
Senior Portfolio Manager
Jun 2021 — Present · Dallas, TX, US
Education
University of Central Arkansas
Bachelor of Business Administration (B.B.A.), Accounting and Finance
2006 — 2010
Skills
- Excel Models
- Dcf
- Valuation
- Economics
- Mutual Funds
- Risk Management
- Chartered Financial Analyst
- Due Diligence
- Business Valuation
- Management
- Venture Capital
- Business Process Efficiency
- Financial Analysis
- Alternative Investments
- Private Equity
- Microsoft Excel
- Fixed Income Analysis
- Financial Risk
- Bloomberg
- Capital Markets
- Analysis
- Bloomberg Terminal
- Fixed Income
- Fundamental Analysis
- Cash Flow Forecasting
- Investments
- Financial Statement Analysis
- Equity Valuation
- Financial Modeling
- Business Process Improvement
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