Mark K. Kerwood . CFA®
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. Mark has a demonstrated history entrepreneurial success: he founded a video production company that received numerous regional and national awards, as well as a consulting firm through which he has influenced the growth and strategic direction of many small and startup companies. He applies his enterprising spirit and experience to achieve success for Trail Ridge Wealth Management and its clients. Mark 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. His roles include leadership from the local unit level up to the regional/national level. 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.
- Something You’d Never Guess: Mark started college as a theater light and design major and won several creative lighting awards.