Role at Appleton
Kerry is Director of Client Services on Appleton’s Wealth Management Team, responsible for overseeing private client relationships and the team of Wealth Management Associates. She is responsible for managing Wealth Management Associates and other support personnel, while overseeing client service. Kerry is actively focused on ensuring quality service for clients. As an Investment Adviser Certified Compliance Professional (IACCP), Kerry also acts as a liaison between the Wealth Management Team and the Compliance Team.
Professional Experience
Prior to joining Appleton Partners in December of 2004, she worked at State Street Bank & Trust as a Senior Fund Accountant. Kerry holds the Investment Advisor Certified Compliance Professional (IACCP®) designation and earned the CFA Institute Investment Foundations® Certificate.
Education
B.A., Hamilton College
Personal Notes
Kerry resides in the North End of Boston. In her free time, she enjoys traveling, outdoor activities, and spending time with her family at Great East Lake in New Hampshire.
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