Kerby Wallick Email & Phone Number
Chief Investment Strategist @ StreamSong Advisors
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Kerby Wallick Location
- Grand Rapids, MI, US
Kerby Wallick Work
- Chief Investment Strategist @ (September 2014 - Present)
- Senior Investment Adviser, Vice President @ PNC Wealth Management (July 2012 - July 2014)
- Senior Vice President, Portfolio Manager @ (August 2010 - July 2012)
- Senior Portfolio Manager @ (March 2006 - August 2010)
- Vice President Senior Portfolio Manager @ (February 1996 - March 2006)
- Portfolio Manager @ (January 1991 - January 1996)
Kerby Wallick Education
- The University of Akron
Bachelor of Science (B.S.) with Honors (Finance, General)
1985-1989
Kerby Wallick Skills
- Wealth Management
- Portfolio Management
- Investments
- Asset Allocation
- Asset Management
- Investment Advisory
- Mutual Funds
- High Net Worth Individuals
- Investment Management
- Investment Strategies
- Estate Planning
- Alternative Investments
- Asset Managment
- Financial Analysis
- Strategic Financial Planning
- Wealth Management Services
- Retirement Planning
- Equities
- Equity Research
- Financial Planning
- Financial Advisory
- Finance
- Wealth
- Securities
- Financial Services
Kerby Wallick Summary
- Kerby Wallick, based in Grand Rapids, MI, US, is currently a Chief Investment Strategist at StreamSong Advisors. Kerby Wallick brings experience from previous roles at PNC Wealth Management, US Trust, Legacy Trust and Fifth Third Bank. Kerby Wallick holds a 1985 - 1989 Bachelor of Science (B.S.) with Honors in Finance, General @ The University of Akron. With a robust skill set that includes Wealth Management, Portfolio Management, Investments, Asset Allocation, Asset Management and more. Kerby Wallick has 1 emails and 1 mobile phone numbers on RocketReach.
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