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Kerry Pierce Cfp

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Kerry Pierce Cfp

Senior Managing Director, Head of Investment Advisory Solutions | Cetera Financial Group

San Diego, California, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Kerry Pierce Cfp

Work Experience

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Senior Managing Director, Head of Investment Advisory Solutions at

Cetera Financial Group

January 2024 - Present

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Managing Director, Head of Investment Solutions at

Cetera Financial Group

March 2019 - January 2024

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Vice President, Investment Solutions at

Cetera Financial Group

June 2015 - March 2019

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Vice President, Advisory Platform Strategy at

LPL Financial

April 2014 - June 2015

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Director, Managed Accounts Product Development at

Fidelity Investments

January 2013 - April 2014

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Vice President, Overlay Portfolio Management & Managed Account Operations at

LPL Financial

June 2006 - January 2013

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Research Associate at

Center For International Securities And Derivatives Markets

January 2005 - January 2006

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Senior Sales Associate at

Bear Stearns Jp Morgan Chasehambrecht And Quist

January 1999 - January 2002

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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

mail

************@cetera.com

Colleagues

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Paul Baessler

Managing Director Self Clearing Operations

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Thomas Gooley

Chief Operating Officer

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Aif Adeline Wong

SVP, Head of Retirement Plan Programs and Strategy

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Philip Hansen

Vice President, Marketing Analytics & Voice of Customer

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Andrea Shane

Managing Director, Head of Sales & Growth Operations

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Frank Hosmer

Regional Vice President of Growth, Central & Southeast Region

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Tony Martins

Managing Director, Head of CWMG Advisor Growth

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Arielle Jaffe

Vice President Strategic Relationships

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Gene Goldman Cfa

Chief Investment Officer

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Brandon Farley

AVP, Fixed Income Trader, First Allied Securities - Senior Trader, Cetera Financial Group

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