Kerry Robert Neils
Portfolio Manager-Equities at Stockman Wealth Management, Inc.
Kerry Robert Neils active positions
| Companies | Position | Start | End |
|---|---|---|---|
Stockman Wealth Management, Inc.
 Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Portfolio Manager-Equities | - | - |
Career history of Kerry Robert Neils
Former positions of Kerry Robert Neils
| Companies | Position | Start | End |
|---|---|---|---|
AnnaCo Investment Management, Inc.
 AnnaCo Investment Management, Inc. Investment ManagersFinance Founded in 1978, the Anna Corp. is a registered investment advisor located in Helena, Montana | Analyst-Equity | 1990-03-31 | 2015-01-15 |
| Compliance Officer | 1990-03-31 | 2015-01-15 | |
| Portfolio Manager-Equities | 1990-03-31 | 2015-01-15 |
Statistics
International
| United States | 3 |
Operational
| Portfolio Manager-Equities | 2 |
| Analyst-Equity | 1 |
| Compliance Officer | 1 |
Sectoral
| Finance | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
AnnaCo Investment Management, Inc.
AnnaCo Investment Management, Inc. Investment ManagersFinance Founded in 1978, the Anna Corp. is a registered investment advisor located in Helena, Montana | Finance |
Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc. Investment ManagersFinance Stockman Wealth Management, Inc. (SWM) is a SEC-registered investment advisor headquartered in Billings, Montana. Formerly known as Stockman Asset Management, Inc., the firm was founded in 2002 and is a direct subsidiary of Stockman Financial Corp. SWM provides fee-based discretionary investment management for private individuals, charities, non-profit organizations, trusts, profit-sharing plans, corporations, banks, and municipal government entities. | Finance |
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