Manager of Operations, BWM
Prior to joining Mercer Advisors, Kerry was a Partner and Head of Operations at Beacon Wealth Management, a boutique RIA in Hackensack, NJ. She brings with her 10 years of experience in various areas of operations, including portfolio analysis, reporting and trading. Kerry holds the FINRA Series 65 license and graduated Cum Laude with a Bachelor of Arts in Economics from Drew University. Outside of work, Kerry enjoys hiking and traveling.