The Upland Group

Coe Kerr Partner and Managing DirectorCoe Kerr is a Partner and Managing Director at Snowden Lane Partners. Prior to Snowden Lane, Coe was co-founder of the Upland Group at Morgan Stanley. Coe shares the roles of Portfolio Manager, Financial Advisor, and works as an investment strategist for the team.

Coe has nearly 40 years of diverse experience in the financial services industry, including portfolio management, investment research and equity analysis. He spent 12 years working for Carret Asset Management as a Senior Portfolio Manager, and President and CEO for six years. Prior to that, he was a Portfolio Manager for H.G. Wellington & Co. working with private clients, and Director of Research for Tucker Anthony, including serving on the Executive Committee and the Board of Directors. He has also worked as an equity analyst for firms including Lehman Brothers, Kuhn Loeb, Pain Webber Mitchell Hutchins and Dean Witter Reynolds.

Coe graduated from Boston University in December 1972 with a BA in History. He was the Treasurer of the Waterfowl Research Foundation, and enjoys gardening, sporting clays and restoring boats.