Kerry Robert Neils
Gestionnaire de Portefeuille-Actions chez Stockman Wealth Management, Inc.
Profil
Mr. Kerry R.
Neils, CFA, is a Vice President & Senior Portfolio Manager at Stockman Wealth Management, Inc. He brings to the Wealth Team extensive experience as a professional securities analyst and portfolio manager.
Mr. Neils was employed as Vice President by AnnaCo Investment Management, Inc.
Mr. Neils graduated from Carroll College in finance and accounting.
He holds the Chartered Financial Analyst designation.
Postes actifs de Kerry Robert Neils
| Sociétés | Poste | Début |
|---|---|---|
Stockman Wealth Management, Inc.
 Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Gestionnaire de Portefeuille-Actions | - |
Anciens postes connus de Kerry Robert Neils
| Sociétés | Poste | Fin |
|---|---|---|
AnnaCo Investment Management, Inc.
 AnnaCo Investment Management, Inc. Investment ManagersFinance Founded in 1978, the Anna Corp. is a registered investment advisor located in Helena, Montana | Compliance Officer | 16/01/2015 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
AnnaCo Investment Management, Inc.
AnnaCo Investment Management, Inc. Investment ManagersFinance Founded in 1978, the Anna Corp. is a registered investment advisor located in Helena, Montana | Finance |
Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Finance |
