Mark Kenneth Kerwood
Director of Finance/CFO at Trail Ridge Investment Advisors LLC
Profile
Mr. Mark K.
Kerwood, CFA, is a Chief Financial Officer & Investment Strategist at Trail Ridge Investment Advisors LLC.
He advises clients through the various stages in their lives by building investment portfolios to help them achieve the goals they set for themselves.
He served as a Portfolio Manager for First National Bank Wealth Management, where he invested over $180 million in fiduciary, institutional, and private client portfolios.
He holds a Bachelor of Science in Business Administration from Colorado State University and earned the Chartered Financial Analyst® designation.
Mark Kenneth Kerwood active positions
| Companies | Position | Start |
|---|---|---|
Trail Ridge Investment Advisors LLC
 Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Director of Finance/CFO | 2017-01-31 |
Former positions of Mark Kenneth Kerwood
| Companies | Position | End |
|---|---|---|
The First National Bank of Omaha (Investment Management)
 The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Analyst-Equity | - |
Training of Mark Kenneth Kerwood
| Colorado State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
The First National Bank of Omaha (Investment Management)
The First National Bank of Omaha (Investment Management) Investment ManagersFinance The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds. | Finance |
Trail Ridge Investment Advisors LLC
Trail Ridge Investment Advisors LLC Investment ManagersFinance Trail Ridge Investment Advisors LLC (TRIA) is an independent, SEC-registered investment advisor headquartered in Fort Collins, Colorado. Founded in 2016, TRIA provides financial planning and investment management services to individuals, high net worth individuals, charitable organizations, retirement plans and trusts. | Finance |
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