Kerry Edwards Email & Phone Number
Managing Director, Investments @ Wilmington Trust
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Kerry Edwards Location
- Naples, FL, US
Kerry Edwards Work
- Managing Director, Investments @ (August 2022 - Present)
- CHIEF INVESTMENT OFFICER and CHIEF FINANCIAL OFFICER @ Valley Ranch Partners, LLC (Family Office) (September 2021 - January 2022)
- SVP, Private Wealth Advisor @ (May 2015 - January 2017)
- Group Managing Director, Investment Advisory Group @ (October 2013 - January 2015)
- SVP, Wealth Management Director @ Sabadell Bank & Trust (January 2010 - January 2013)
- Senior Portfolio Manager, Sr. Vice President @ Bank of Florida Trust Company (March 2007 - January 2010)
- Portfolio Manager @ Regions Morgan Keegan Wealth Management (January 2003 - March 2007)
- Principal @ State Street Global Advisors (January 1999 - December 2002)
Kerry Edwards Education
- Hillsdale College
Finance (Economics, History)
Kerry Edwards Skills
- Alternative Investments
- Asset Allocation
- Asset Management
- Bonds
- Certified Financial Planner
- Concierge Private Banking
- Executive Leadership
- Financial Advisory
- Financial Services
- Hedge Funds
- Investment Advisory
- Investment Management
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Banking
- Securities
- Series 7
- Sophisticated Credit and Cash Solutions
- Trust & Estate planing
- Trust and Family Office Services
- Wealth Management
- Wealth Management Services
- family office advisory
Kerry Edwards Summary
- Kerry Edwards, based in Naples, FL, US, is currently a Managing Director, Investments at Wilmington Trust. Kerry Edwards brings experience from previous roles at Valley Ranch Partners, LLC (Family Office), FineMark National Bank & Trust, SunTrust Bank and Sabadell Bank & Trust. Kerry Edwards holds a Finance in Economics, History @ Hillsdale College. With a robust skill set that includes Alternative Investments, Asset Allocation, Asset Management, Bonds, Certified Financial Planner and more. Kerry Edwards has 4 emails and 9 mobile phone numbers on RocketReach.
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