
Kerry brings over 25 years of experience in the Investment field. She has held positions in Management and Operations at Prudential Securities, and spent the 15 years leading up to joining Seventy2 Capital working with her team at UBS. She uses her unique experience to match client needs with the practice’s capabilities. She enjoys working directly with clients to provide quality service and foster an exceptional experience.
Kerry has a Bachelor of Arts degree from Hofstra University and lives in Fairfield, CT, with her husband and two children.
PLEASE NOTE: By clicking on this link, you will leave the Seventy2 Capital Wealth Management Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Seventy2 Capital Wealth Management or Wells Fargo Advisors Financial Network. The information and opinions found on this web site have not been verified, nor do Seventy2 Capital Wealth Management or Wells Fargo Advisors Financial Network make any representations as to its accuracy and completeness. By linking to this web site, please note Seventy2 Capital Wealth Management nor Wells Fargo Advisors Financial Network are endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Seventy2 Capital Wealth Management and Wells Fargo Advisors Financial Network. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this web site.