Kerry Pierce

Kerry Pierce, CFP (R), MBA has over 15 years of work experience in the financial industry. They are currently serving as the Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group since 2015. Prior to this role, Kerry was the Managing Director, Head of Investment Solutions at Cetera Financial Group from 2019 to 2024. Additionally, they held the position of Vice President, Investment Solutions at Cetera Financial Group from 2015 to 2019.

Before joining Cetera Financial Group, Kerry worked at LPL Financial as the Vice President, Advisory Platform Strategy from 2014 to 2015. In this role, they were responsible for developing and implementing strategies to enhance the advisory platform experience and improve customer engagement.

Prior to LPL Financial, Kerry was the Director of Managed Accounts Product Development at Fidelity Investments from 2013 to 2014. They led the product development process for Fidelity's ETF Managed Portfolio, including business case development, product design, and implementation.

Kerry also has a strong background in portfolio management and operations. They worked at LPL Financial as the Vice President of Overlay Portfolio Management & Managed Account Operations from 2006 to 2013. In this role, they led a team responsible for managing LPL's Centrally Managed Platforms and played a key role in the development of unified managed account and mutual fund/ETF wrap platforms.

Prior to their roles at LPL Financial, Kerry worked as a Research Associate at the Center for International Securities and Derivatives Markets in 2005. They also gained experience as a Senior Sales Associate at Bear Stearns, JP Morgan Chase/Hambrecht & Quist from 1999 to 2002.

Overall, Kerry Pierce has a diverse range of experience in the financial industry, with expertise in investment advisory solutions, platform strategy, product development, and portfolio management.

Kerry Pierce, CFP (R), MBA, holds an MBA in Finance from the Isenberg School of Management at UMass Amherst, which was completed between 2004 and 2006. Additionally, Kerry obtained a Six Sigma Green Belt in Financial Services from Villanova University in 2012. Prior to this, Kerry earned a Diploma in Financial Planning from Boston University between 2000 and 2002. In terms of undergraduate education, Kerry received a Bachelor's Degree in Psychology from the University of Vermont from 1993 to 1997. Kerry also attended The Gunnery from 1991 to 1993 and Dana Hall from 1989 to 1991, but no degree or field of study was specified for these schools.