Matt Kerr, CFA®, CFP®

Matt is a Family Wealth Director at Keel Point. He initially joined the firm in 2016 as a member of the Investment Team after working with the Corporate Development group at Regions Bank. During Matt’s time on the Investment Team, his responsibilities included investment research, portfolio construction and working with the firm’s institutional clients. As a family wealth director, Matt enjoys partnering with families to align their financial lives with their goals. Each family is unique, and he is experienced in developing customized plans across investment management, tax planning and estate planning strategies.

Matt graduated from Clemson University with a degree in Economics and received a Masters in Finance from the University of Alabama. He is a CERTIFIED FINANCIAL PLANNER and is a CFA Charterholder. Matt is involved in a number of organizations locally. He particularly enjoys teaching youth Sunday school with his wife and coaching his children’s sports teams. Matt lives in Chattanooga with his wife Amanda and their three young children, Bennett, Reagan, and Wesley.