Frank Settino, Cfa Email & Phone Number

Montreal, Canada Area

Kerr Financial provides integrated wealth management services to high net worth families in Canada. Kerr combines its investment management services with accounting, tax and estate planning to support families. Investment portfolios are constructed using a multi-manager investment approach, working with select managers in Canada and internationally.Lead the investment management business unit in Montreal in managing client portfolios and developing relationships with prospective clients. Contribute to the decision making process for portfolios as it relates asset allocation, the selection of managers and individual securities. Regularly meet clients to provide thorough review of positioning and performance, and provide oral and written commentary to communicate investment outlook and investment manager strategies Provide valuable insight and research on tactical portfolio positioning and the selection of investment managers Work with financial planners to deepen relationship with existing and prospective clients by providing them insights into the value of the investment management service within an integrated platform.

Montreal, Canada Area

Provided portfolio managers responsible for a range of Canadian Equity mandates with fundamental research related to global energy markets and high conviction recommendations on Canadian oil and gas equities. -Maintain detailed financial and valuation models on 20 Canadian large to small capitalization oil and gas companies, providing portfolio managers with actionable research along with regular updates on meetings held with company executives, industry experts and visits to key projects.-Completed extensive industry analysis on energy commodities. Studies focused on fundamental analysis that including North American crude oil supply, pipeline infrastructure and downstream markets to validate the demand and pricing for crude oil.- On regular basis provided portfolio managers with company and sector commentary utilized in marketing presentations and client proposals; this included proprietary developed valuation models and analysis of commodity markets.

Montreal, Canada Area

Provided Canadian and US Equity portfolio managers responsible for institutional, mutual fund and HNW mandates with stock recommendations based on in-depth fundamental research on North American companies in the oil & gas and energy infrastructure sectors.

Montreal, Canada Area

Chartered Financial Analyst

Canadian Securities Course

Futures Course

Bachelor Of Commerce (B.Com.), Accounting And Finance