Fountainhead Advisors
Keri Kutakoff, CIMA®, ChFC®, is the Chief Operating Officer for Fountainhead Asset Management focusing on outsourced Chief Investment Office (OCIO) services. With extensive experience in the financial industry, Keri has a proven track record in strategic planning, team development, and client-focused financial planning solutions. Keri's background includes various leadership roles at companies such as Penn Mutual, Primary Financial, and Bear Stearns & Company, showcasing their expertise in business development and operations. With a Bachelor of Business Administration in Marketing and Chartered Financial Consultant degree, Keri's educational background complements their successful career in the financial services industry.
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