Kerby Wallick, CFA®
Certified Financial Analyst®, Chief Investment Strategist
Kerby Wallick began his career in financial service over 30 years ago at A.G. Edwards & Sons. Over the years, he has built many long-term relationships with clients, including institutions and high-net-worth families, and helped them define their goals and objectives. Kerby honed his wealth and portfolio management skills at Legacy Trust, Old Kent/Fifth Third, and PNC before joining StreamSong Advisors in 2014.
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. For institutional clients, Kerby develops investment and spending policies along with efficient portfolios that assist in meeting their objectives.
Kerby is actively involved in the community and has volunteered his time to these organizations:
- Grand Rapids Community Foundation —Investment Committee
- St. Paul the Apostle Education Foundation — Chairman
- Grand Rapids Catholic Central Hockey Board — Treasurer
- Michigan Sabercats — Travel Softball Coach
- Grand Rapids Catholic Central High School— JV Baseball Coach