Broker Check

844-WestPac

Tom Kerr, CFA®

Tom Kerr, CFA®

Senior Investment Specialist / Financial Advisor

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 WestPac, he was Chief Investment Officer and Director of Research of SGL Investment Advisors. 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.  Tom has also held the role of 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 and RagingBull.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.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5 Centerpointe Dr. Suite 150 Lake Oswego, OR 97035 503.207.4550. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. | CA Insurance License #0N07171 | 2020-97834 Exp. 03/22