Tom Kerr

Tom Kerr has worked in the financial services industry for over 25 years. Currently he is a Senior Investment Specialist at WestPac Wealth Partners in Missoula, MT. Prior to that he was Chief Investment Officer and Director of Research of SGL Investment Advisors. He was principal owner of Rocky Peak Capital Management where he managed the Rocky Peak Smallcap Value mutual fund. He was also a Portfolio Manager and Equity Analyst for a $4 billion investment firm in Los Angeles, CA. There he was the co-manager of the Smallcap Value strategy and RCB Smallcap Value Mutual Fund as well an Equity Analyst covering consumer products, business services, retail and media industries. At RCB he was instrumental in developing an innovative and original research process and investment philosophy for the firm. Prior to that he was a financial analyst at a large international bank as well as at one of the world’s largest corporations.

Mr. Kerr has also been a contributing writer to TheStreet.com, RagingBull.com and InvestorPlace.com. Mr. Kerr is a CFA charterholder and obtained a B.B.A in Finance from Texas Tech University. He serves on the boards of CASA of Missoula and the Montana State Parks Foundation. He is also a member of the Montana Snowbowl Volunteer Ski Patrol.