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. With over 20 years of experience, she is dedicated to ensuring quality service and support 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, Kerry worked at State Street Bank & Trust as a Senior Fund Accountant. She holds the Investment Adviser Certified Compliance Professional (IACCP®) designation and earned the CFA Institute Investment Foundations® Certificate.
Education
B.A., Hamilton College
Personal Notes
Kerry grew up north of Boston and currently resides in the North End. In her free time, she enjoys outdoor activities and spending time with friends and family, especially during the summer at Great East Lake in New Hampshire. Kerry is an avid traveler, visiting many destinations in the US and abroad.
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