Mitch Kerr, CFA®, Vice President, Senior Portfolio Manager at Brinker Capital. Mitch masterminds the portfolio management, strategy planning, and communication of multi-asset class portfolios for high-net-worth clients and institutions. His past experience includes a Senior Investment Advisor role at TD Private Client Wealth, a Senior Investment Strategist role at Wells Fargo Private Bank, and an Equity Research Analyst position at Gardner Lewis Asset Management.
Our guide provides an overview of the breadth of solutions provided by the Panoramic Investing Team at Symmetry Partners, covering everything from mutual fund models to Separately Managed Accounts (SMAs) and Direct Investing to High-Net-Worth Tax Alpha solutions.
Want to learn more about how elections can influence your investments and what to watch for? Access Elections & Markets – What Investors May Want to Know.
The Symmetry Partners offices will be closed on Friday, March 29. We will resume regular business hours on Monday, April 1.
