Symmetry Partners

5 Important Questions for Business Owner Clients & Prospects 

19oct1:00 pm1:45 pm1:00 pm - 1:45 pm 5 Important Questions for Business Owner Clients & Prospects Mitch Kerr, CFA® VP Associate Head of Wealth Advisory , Brinker Capital

Speakers

 

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.