30
Years
Total Experience
REDW Financial Advisors & CPAsFinancial advising, accounting, tax, valuation, and wealth management
Education:
Bachelor of Business Administration in Finance and Real Estate from the University of Cincinnati
Graduate of the Executive Leadership Program at Babson College
Meet Kerry
As the first COO in the history of the firm, Kerry embraces his role of driving performance, change management, workflow efficiencies, and innovation while continuing to provide an extraordinary professional experience for REDW’s clients and team. His rich and diverse experience in financial services, consulting, human capital management, and prior C-suite roles are invaluable assets as REDW continues to pursue strategic growth.
Kerry’s past experience includes holding several leadership positions at Fidelity Investments, including Senior Vice President and Vice President of Operations. He also served as both Chief Operating Officer and Chief Executive Officer of Apeiron Zoh, a global leader in optimizing health, well-being, and performance through precision genomics and epigenetic science, and as Executive Advisor for Guidepoint Global Advisors, a multinational business and management consulting firm. He has also held leadership positions with Ceridian and Namely.
“I'm committed to continuing to deliver on REDW's core company values while ensuring the organization’s growth is scalable and sustainable for many years to come.”
