Mark Kerwood, CFA

Fort Collins, Colorado Area United States

Portfolio Manager

Finance / Banking / Insurance

Mark Kerwood, CFA is an accomplished financial professional and entrepreneur focusing on young and innovative entrepreneurship. Currently a Portfolio Manager for First National Wealth Management, Mark manages over $160 million in fiduciary, institutional, and private client portfolios while guiding the trading of all equity securities. Additionally, he performs investment analysis as part of the Asset Allocation team. He is also a Chartered Financial Analyst® (CFA) charterholder indicating his dedication to shaping and upholding the highest educational and ethical standards, cultivating fair and equitable markets, and serving investors and the wider public. In 2002, he co-founded Acu...