Kerry services institutional clients by providing counsel and guidance on portfolio design, asset allocation, manager selection, investment policy statements and overall performance monitoring.
Prior to joining the firm in 2021, Kerry was a Principal and Senior Consultant with Mercer. She graduated from Miami University with a BS in Chemistry and received her MBA in Finance with Distinction from DePaul University Kellstadt Graduate School of Business. Additionally, she is a Chartered Alternative Investment Analyst (CAIA®) and a Member of Chicago Women Investment Professionals. Kerry is a huge animal lover and enjoys traveling, reading and recently joined a social Bocce ball league.
