Kerry is a Consultant at AndCo. Her duties include coordinating consulting initiatives, optimizing investment portfolios, preparing investment manager due diligence reviews, selecting investment managers, developing investment policy guidelines, and preparing performance-monitoring reports.
Previously she was a Client Solutions Consultant with AndCo responsible for a comprehensive range of duties including -but not limited to- investment research, manager searches, performance monitoring/analysis, plan administration, compliance monitoring, asset allocation studies, and portfolio analysis. Prior to joining AndCo, Kerry was the Director of Treasury at Viewpost North America, LLC where she was responsible for the cash management and investment functions of the firm, as well as, onboarding new financial partners, serving as a member of the senior leadership team, and a host of other duties. Prior to this she held various key roles at Greater Orlando Aviation Authority (GOAA), Aon Hewitt, and Citizens Property Insurance Corporation.