TAMPA, Fla., Feb. 27, 2017 /PRNewswire/ -- Wertz York Capital Management Group, a Tampa-based SEC registered investment advisor, announced today that Jeffrey Kern will be joining the firm as Vice President of Business Development. In his new position, Mr. Kern will focus on new business development and investment advisory/consulting. The firm specializes in cash management services and fixed income portfolio management for corporate and governmental clients statewide, and manages FL-FIT (Florida Fixed Income Trust) and IDP (Insured Deposit Portal). Since its inception in 2000, the firm has managed billions of dollars in public funds.
According to Brent Wertz, Principal, "Jeff is an experienced, accomplished, and versatile investment management executive who will enhance the reach and expertise of our team."
Mr. Kern has 32 years of experience in investment and treasury management including 28 years with the Sarasota County Clerk and Comptroller where he was responsible for managing a portfolio of nearly $1 billion in addition to treasury and banking operations. He developed a conservative and liquid investment program consisting of agencies, mortgage backed securities, certificates of deposits, commercial paper and LGIP (Local Government Investment Pool) funds resulting in superior earnings for the County. In addition, he has also served as the Investment Advisor for the Sarasota Manatee Airport Authority for over 20 years. Mr. Kern has been the Vice Chairman of the Florida Trust Investment Advisory Board and was instrumental in the creation of this LGIP. Mr. Kern currently serves on various FGFOA (Florida Government Finance Officers Association) committees in which he develops training sessions and speaks on investment, treasury, banking and economic topics for the Annual Conference, School of Government Finance, and local chapter meetings. Mr. Kern earned a bachelor's degree in finance from Florida State University while playing varsity football. Mr. Kern serves on his church's Endowment and Finance Committees and Men's Ministry Board. He has been married to his wife for 35 years and has a daughter, son, son-in-law, and grandson.
For more information, visit wertzyork.com or call 813-238-4800.
About Wertz York Capital Management Group
Wertz York Capital Management Group, LLC is a Tampa-based SEC Registered Investment Advisor founded in 2000. The firm specializes in short duration fixed income management for both capital and operating funds for special taxing districts, school districts and local governments throughout the State of Florida.
To view the original version on PR Newswire, visit:http://www.prnewswire.com/news-releases/jeffrey-kern-joins-wertz-york-capital-management-group-300412733.html
SOURCE Wertz York Capital Management Group