Michael Kerr Email & Phone Number
Head of Private Wealth @ AC Wealth Partners
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Michael Kerr Location
- Philadelphia, PA, US
Michael Kerr Work
- 2026 - now Head of Private Wealth @
- 2024 - 2026 Senior Portfolio Manager @
- 2021 - 2024 Associate Head of Wealth Advisory @ Brinker Capital
- 2018 - 2024 Senior Portfolio Manager @ Brinker Capital
- 2015 - 2018 Vice President Senior Investment Advisor @ TD Wealth Management
- 2012 - 2015 Vice President Senior Investment Strategist @
- 2002 - 2011 Senior analyst @
- 2001 - 2002 Investment Banking Analyst @
Michael Kerr Education
- University of Notre Dame
Bachelor's Degree (Finance, Minor in Japanese)
1997 - 2001 - La Salle College Highschool 1993 - 1997
Michael Kerr Skills
- Equities
- Valuation
- Investments
- Hedge Funds
- Investment Management
- Mutual Funds
- Portfolio Management
- Equity Research
- Asset Management
- Alternative Investments
- Corporate Finance
- Due Diligence
- Asset Managment
- Mergers & Acquisitions
- Private Equity
- Investment Banking
- Asset Allocation
- Oil & Gas Industry
- Wealth Management
- Investment Sales
- Risk Management
- Investment Strategies
- Investment Research
- Private Banking
- New Client Acquisitions
- Relationship Management
- Fiduciary Management
- Team Leadership
- Series 7
- Trading
- Oil and Gas Industry
- Business Analysis
- Customer Service
- Mergers and Acquisitions
- Brokerage
- Strategic Planning
- Finance
Michael Kerr Summary
- Michael Kerr, based in Philadelphia, PA, US, is currently a Head of Private Wealth at AC Wealth Partners. Michael Kerr brings experience from previous roles at AC Wealth Partners, Brinker Capital and TD Wealth Management. Michael Kerr holds a 1997 - 2001 Bachelor's Degree in Finance, Minor in Japanese @ University of Notre Dame. With a robust skill set that includes Equities, Valuation, Investments, Hedge Funds, Investment Management and more. Michael Kerr has 2 emails and 1 mobile phone numbers on RocketReach.
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Top AC Wealth Partners Employees
Jason Moore
Chief Executive Officer
Philadelphia, PA, US
John Coyne
Chairman
Berwyn, PA, US
Brendan McConnell
Chief Operating Officer
Berwyn, PA, US
Jeff Crosten
Director, Investment Operations
Wayne, PA, US
Bay Wrightnour
Director, Senior Wealth Consultant
Manhattan Beach, CA, US
Matthew Shaw
Head of Investment Solutions; Head of Marketing
Berwyn, PA, US
Jeff Lefevre
Financial Controller
Quarryville, PA, US
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