Kerry Weinstein is an experienced investment analyst and accountant with a strong background in financial analysis and client relationship management. Currently serving as an independent contractor at Mill Creek Capital Advisors, LLC since 2018, Kerry provides operational support to Investment Officers by preparing client portfolio analyses, customized reports, and managing client relationships for high-net-worth individuals. Previous experience includes a tenure at Mill Creek Capital Advisors from 2015 to 2017 and a role as Senior Accountant at Citrin Cooperman & Company, LLP from 2008 to 2015, where responsibilities included financial statement preparation, tax projections, and internal controls reviews. Kerry holds a Bachelor of Science in Business Administration with a concentration in Accounting from the University of Pittsburgh.
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