Kerby Wallick CFA

Chief Investment Strategist

Kerby Wallick has over 30 years of experience as a professional fiduciary investor. Over that time, he has built many long-term relationships with clients, including institutions and high-net-worth families. He has built portfolios, headed research teams and co-managed mutual funds, always with the focus of providing the best return with the least amount of risk.

He received a BSBA in Finance with honors from the University of Akron, and holds the Chartered Financial Analyst (CFA ®) designation. He works with families to assist them in growing, preserving, and transferring their wealth efficiently, while also meeting current cash flow needs and tolerance for risk. He also holds the Certified Divorce Financial Analyst (CDFA) designation to guide clients who are exploring or going through a divorce.

Kerby is actively involved in the community and currently serves as an umpire for MHSAA and USA Softball. Kerby has also volunteered his time to the Investment Committee for the Grand Rapids Community Foundation, acted as Chairman for the St. Paul the Apostle Education Foundation, and held the position of Treasurer for Grand Rapids Catholic Central’s Hockey Board. Kerby has coached travel softball for the Michigan Sabercats and GR Blaze while formerly coaching for Grand Rapids Catholic Central High School and Elite Baseball.