Mark K. Kerwood . CFA

<span>Chief Financial Officer &#38; Investment Strategist</span>

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.

Meet Mark



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

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.

Contact Mark

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