Mark Kenneth Kerwood

Employer firm

Trail Ridge Investment Advisors, LLC CRD 284741

$353M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2007 → 02/2017
  First National Bank Of Omaha
  Fort Collins, CO
• 02/2017 → 09/2019
  Trail Ridge Investment Advisors, Llc
  Fort Collins, CO
• 09/2019 → Present
  Trail Ridge Investment Advisors, Llc
  Fort Collins, CO
• 06/2017 → Present
  Trail Ridge Trust Company, Llc
  Fort Collins, CO
• 03/2017 → Present
  Trail Ridge Wealth Management, Inc
  Fort Collins, CO

Other Businesses

In November of 2002, I co-founded and am currently the Chief Financial Officer and co-owner of Acuto Ventures. Acuto Ventures has two distinctive operational units: Acuto Consulting and Acuto Productions. None of Acuto's activities are investment-related. Through Acuto Consulting, I specialize in strategic consulting, new business creation, management, business growth, technology, and idea generation. Acuto Productions is a multi-media video production company founded in a small town in Iowa. Acuto Ventures is operated out of my home in Fort Collins, Colorado. I devote approximately 10 hours per month to Acuto, none of which are during securities trading hours. In January 2024, I became Treasurer of the local Adventure West Council of the Boy Scouts of America. This is a volunteer position. I oversee the activities of the separate accountant and accounting firm. I am not compensated for this position, and it will take about 8 hours per month.

Designations

• Chartered Financial Analyst