Zach Kerr

Senior Portfolio Manager & Wealth Advisor at Three Bell Capital

Zach Kerr, CFA, serves as a Senior Portfolio Manager and Wealth Advisor at Three Bell Capital since June 2021. Prior to this role, Zach was a Portfolio Manager at Genus Holdings, LLC from June 2015 to May 2021, focusing on single family office investments across public and private markets, particularly in alternative investments. Responsibilities included participation in the investment committee, development of investment strategies, and management of multi-generational investment policies and performance reviews. Earlier experience includes serving as a Private Equity Analyst at LP Analyst and as an Analyst at J.P. Morgan Corporate & Investment Bank, where Zach engaged in analysis and risk management for institutional clients. Zach holds a Bachelor of Business Administration in Accounting and Finance from the University of Central Arkansas, earned in 2010.

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