Matt Kerr

Analyst-Equity at

Keel Point LLC

Finance

Consumer Services

Profile

Mr. Matthew E.
Kerr, CFA, is a Family Wealth Director at Keel Point LLC.
He initially joined the firm in 2016 as a member of the Investment Team after working with the Corporate Development group at Regions Bank.
During his time on the Investment Team, his responsibilities included investment research, portfolio construction and working with the firm’s institutional clients.
As a family wealth director, Mr. Kerr enjoys partnering with families to align their financial lives with their goals.
He is experienced in developing customized plans across investment management, tax planning and estate planning strategies.
He graduated from Clemson University with a degree in Economics and received a Masters in Finance from the University of Alabama.
He is a CERTIFIED FINANCIAL PLANNER and is a CFA Charterholder.

Matt Kerr active positions

Companies	Position	Start
Keel Point LLC Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes.	Analyst-Equity	01/01/2016

All active positions of Matt Kerr

Former positions of Matt Kerr

Companies	Position	End
REGIONS FINANCIAL CORPORATION	Corporate Officer/Principal	01/01/2016

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Linked companies

Private companies	4
Keel Point LLC Keel Point LLC Investment ManagersFinance Keel Point uses a team-driven fundamental and quantitative process to create diversified long-term and tactical portfolios which meet clients' personal investment goals and objectives within the constraints of their risk tolerance, liquidity needs, time horizons, tax situations and investment restrictions. They develop strategic and tactical asset allocations for clients based on analysis of short-term and strategic macro and microeconomic themes.	Finance
Regions Financial Corp. Regions Financial Corp. Major BanksFinance Operates as a bank holding company through its subsidiaries provide banking and financial services	Finance
Clemson University Clemson University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The University of Alabama in Huntsville The University of Alabama in Huntsville Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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