Best Part of My Job
Kerry joined Cornerstone Advisors in 2008. Kerry leads Cornerstone Advisor's business development efforts and is responsible for generating opportunities that enable the firm to attract and grow new clients. Kerry builds on Cornerstone's reputation for delivering competitive investment results and proactive, uncompromising, confidential service to clients. She enjoys enabling clients to meet, and often exceed their unique expectations for financially secure and rewarding lives. Prior to joining the firm, Kerry was Director of Business Development for Coldstream Capital Management and a Director at Silicon Valley Bank's Private Bank. Kerry also founded The Giving Network.com, one of the first online nonprofit fundraising companies serving organizations and their donors in the Pacific Northwest.
Kerry began her investment career as an equity analyst with Barclays de Zoete Wedd Securities in Seoul, South Korea, before moving to the US as an emerging market analyst with Lexington Global Mutual Funds in Saddlebrook, NJ and as a portfolio manager with First Hawaiian Bank in Honolulu, HI.
Three Words That Best Describe Me
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Optimistic
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Engaging
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Results-Driven
Practice Emphasis
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Strategic consulting with public charities, endowments and private foundations on all aspects of investment management, including both traditional and non-traditional investments.
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Advising organizations experiencing growth or transition on their endowment investment communications and donor reporting.
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Consulting on the creation, revision or reporting of spending policies and giving policies for nonprofit organizations.
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Manage the sales activity and process for the firm; organizing, tracking, and measuring new client activity.
Ongoing Results
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Built new relationships with prospective clients, strategic referral partners, and the community.
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Developed and implemented successful sales strategies, processes, and trainings for the firm.
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Coordinated and clarified Cornerstone's marketing objectives and brand strategy to align with corporate objectives and core values.
Education
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University of Alberta, BA Honors in Political Science
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Accredited Wealth Management Advisor (AWMA)
Professional and Community Activities
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KidsQuest Children's Museum, Board of Directors, 2010 - present
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King Country Library Foundation Planned Giving Advisory Council, 2009 - present
Seattle University Micro-Enterprise Committee, 2006 - 2009
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Junior League of Seattle, past Board Member 2002, Active Member 1998 - 2005. Sustainer member 2005 - present
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The Hope Heart Institute, Board Member 2004 - 2006
Where To Find Kerry When She Is Not At Work
Kerry enjoys hiking, boating, golfing and skiing. During the summer, she can be often found at the family cabin in the San Juan Islands.
The Cornerstones of Kerry's Life: Her husband and two sons.
Best Part of My Job