Mark K. Kerwood . CFA
Chief Financial Officer & Investment Strategist
An accomplished and innovative financial professional, Mark advises clients through the various stages in their lives by building investment portfolios to help them achieve the goals they set for themselves.
Experience
Mark served as a Portfolio Manager for First National Bank Wealth Management, where he invested over $180 million in fiduciary, institutional, and private client portfolios. His record of entrepreneurial success includes founding an award-winning video
production company and a consulting firm through which he has influenced the growth and strategic direction of many small and startup businesses. Mark applies his enterprising spirit and experience to achieve success for TRAIL RIDGE Wealth Management and its clients. He holds a Bachelor of Science in Business Administration from Colorado State University and earned the Chartered Financial Analyst® designation.
Outside Interests
Mark is active with the Boy Scouts of America, volunteering over 350 hours of service to youth each year as a leader at the local, national, and international levels. He is an Eagle Scout and Brotherhood member of the Order of the Arrow. Mark lives in Fort Collins with his wife, son, and Great Dane.
You'd Never Guess
Mark started college as a theater light and design major and won several creative lighting awards.