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Kerry Pierce Cfp
Kerry Pierce Cfp
Senior Managing Director, Head of Investment Advisory Solutions | Cetera Financial Group
San Diego, California, United States
Kerry Pierce Cfp
Summary
Kerry Pierce is a seasoned finance professional with over 20 years of experience in wealth management, currently serving as the Senior Managing Director and Head of Investment Advisory Solutions at Cetera Financial Group. Known for a versatile skill set, Kerry has successfully led strategic initiatives that enhance investment solutions for advisors and their clients. With a strong background in alternative investments and asset management, Kerry is committed to innovation and improving client outcomes. Kerry holds an MBA from the Isenberg School of Management and a Diploma in Financial Planning from Boston University, showcasing a solid educational foundation in finance. His leadership roles have included significant positions at LPL Financial and Fidelity Investments, where he spearheaded product development and platform management. Kerry's passion for finance is complemented by his expertise in portfolio management and retirement planning, making him a valuable asset in the financial advisory landscape.
Kerry Pierce Cfp
Work Experience
Senior Managing Director, Head of Investment Advisory Solutions at
Cetera Financial Group
January 2024 - Present
Managing Director, Head of Investment Solutions at
Cetera Financial Group
March 2019 - January 2024
Vice President, Investment Solutions at
Cetera Financial Group
June 2015 - March 2019
Vice President, Advisory Platform Strategy at
LPL Financial
April 2014 - June 2015
Director, Managed Accounts Product Development at
Fidelity Investments
January 2013 - April 2014
Vice President, Overlay Portfolio Management & Managed Account Operations at
LPL Financial
June 2006 - January 2013
Research Associate at
Center For International Securities And Derivatives Markets
January 2005 - January 2006
Senior Sales Associate at
Bear Stearns Jp Morgan Chasehambrecht And Quist
January 1999 - January 2002
Kerry Pierce Cfp
Education
Villanova University, Six Sigma Green Belt
January 2012 - January 2012
Isenberg School of Management, UMass Amherst, Mba
January 2004 - January 2006
Boston University, Diploma In Financial Planning
January 2000 - January 2002
University of Vermont, Bachelor’s Degree
January 1993 - January 1997
The Gunnery
January 1991 - January 1993
Dana Hall
January 1989 - January 1991
Frequently Asked Questions about Kerry Pierce Cfp
What is Kerry Pierce Cfp email address?
Kerry Pierce Cfp's primary email address is ************@cetera.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Kerry Pierce Cfp work for?
Kerry Pierce Cfp is a Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group, a company specializing in Monetary Authorities-Central Bank.
Where Kerry Pierce Cfp graduated from?
Kerry Pierce Cfp holds a degree in Financial Services from Villanova University.
How can I directly contact Kerry Pierce Cfp?
To contact Kerry Pierce Cfp directly, you can use the email address ************@cetera.com. Complete contact information is available upon registration with Muraena.
Who is Kerry Pierce Cfp?
Kerry Pierce is a seasoned finance professional with over 20 years of experience in wealth management, currently serving as the Senior Managing Director and Head of Investment Advisory Solutions at Cetera Financial Group. Known for a versatile skill set, Kerry has successfully led strategic initiatives that enhance investment solutions for advisors and their clients. With a strong background in alternative investments and asset management, Kerry is committed to innovation and improving client outcomes. Kerry holds an MBA from the Isenberg School of Management and a Diploma in Financial Planning from Boston University, showcasing a solid educational foundation in finance. His leadership roles have included significant positions at LPL Financial and Fidelity Investments, where he spearheaded product development and platform management. Kerry's passion for finance is complemented by his expertise in portfolio management and retirement planning, making him a valuable asset in the financial advisory landscape.
Kerry`s contact details
************@cetera.com
Colleagues
Managing Director Self Clearing Operations
Chief Operating Officer
SVP, Head of Retirement Plan Programs and Strategy
Vice President, Marketing Analytics & Voice of Customer
Managing Director, Head of Sales & Growth Operations
Regional Vice President of Growth, Central & Southeast Region
Managing Director, Head of CWMG Advisor Growth
Vice President Strategic Relationships
Chief Investment Officer
AVP, Fixed Income Trader, First Allied Securities - Senior Trader, Cetera Financial Group