Coe Kerr

Coe Kerr is a senior partner and portfolio manager at Snowden Lane Partners, based in Wilmot, New Hampshire, where he provides wealth management and investment advisory services to clients. In this capacity, he is responsible for constructing and managing client portfolios, drawing on his extensive industry experience to guide multi-asset strategies and tailored investment solutions. Kerr's practice typically covers high-net-worth individuals and families, with a focus that includes equities, fixed income, and diversified asset allocations.

Before joining Snowden Lane Partners, Coe Kerr was part of an advisor team at Morgan Stanley, where he managed significant client assets and developed expertise in portfolio strategy and relationship management. He has also held previous roles in the investment management industry including positions at Carret Asset Management and H.G. Wellington, with responsibilities encompassing portfolio management and senior client advisory work.

Kerr completed his Bachelor of Arts in English Language and Literature at Boston University, bringing a strong foundation in both analytical and communication skills to his investment practice. Notably, he played an integral role in the transition of his seasoned advisor team to Snowden Lane, overseeing the movement of $212 million in client assets to the firm's New Hampshire office.