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
- Head of Private Wealth @ (February 2026 - Present)
- Senior Portfolio Manager @ (March 2024 - February 2026)
- Associate Head of Wealth Advisory @ Brinker Capital (December 2021 - March 2024)
- Senior Portfolio Manager @ Brinker Capital (May 2018 - March 2024)
- Vice President Senior Investment Advisor @ TD Wealth Management (July 2015 - May 2018)
- Vice President Senior Investment Strategist @ (January 2012 - July 2015)
- Senior analyst @ (January 2002 - January 2011)
- Investment Banking Analyst @ (January 2001 - January 2002)
Michael Kerr Education
- University of Notre Dame
Bachelor's Degree (Cross County, Indoor Track and Field, Outdoor Track and Field)
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 Cross County, Indoor Track and Field, Outdoor Track and Field @ 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
Michael Kerr
Head of Private Wealth
Philadelphia, PA, US
Todd Cole
Chief Wealth Officer
Berwyn, PA, US
Jeff Crosten
Director, Investment Operations
Wayne, PA, US
Carrie Connolly
Director of Client Experience
United States
John Coyne
Chairman
Berwyn, PA, US
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