Keri Kutakoff, Cima®, Chfc® Email and Phone Number
Keri Kutakoff, Cima®, Chfc® work email
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Keri Kutakoff, Cima®, Chfc® personal email
Keri Kutakoff, Cima®, Chfc® phone numbers
With over 20 years of experience in the financial industry, Keri has been recognized as a thought leader in the growth and development of financial advisor practices. She has been at the forefront of the industry movement to fee based, consultative planning and has helped hundreds of advisors evolve their individual practices along industry trends. In joining Fountainhead as COO, she joins an established team focused on providing high-growth and high-quality solutions to both advisors and their clients. Her focus on best practices for advisor development is inclusive of scaling client acquisition, increasing client engagement, navigating business succession and transition and integrating the differentiated services offered through Fountainhead Asset Management. The result is enhanced and differentiated client and advisor offerings that align with Fountainhead’s value proposition.
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Chief Operating Officer, Business DevelopmentFountainhead AdvisorsNew York, Ny, Us
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Chief Operating Officer, Business DevelopmentFountainhead Asset Management Mar 2022 - PresentIn today's highly competitive business environment, focus on a specialized task is imperative for success. We specialize in providing outsourced Chief Investment Office (OCIO) services. From portfolio construction, to analysis , to trading, and to the technology supporting it all - we are responsible for deep understanding and implementation. -
Chief Operating Officer, Business DevelopmentFountainhead Advisors Mar 2022 - PresentWarren, New Jersey, UsAt Fountainhead Advisors, we provide customized Financial Life Planning solutions that integrate every facet of our clients' unique life situations and objectives. Believing that the story behind each client is a fundamental factor for successful financial planning, we take the time to get to know them, their goals and aspirations before creating plans and portfolios that protect, preserve and grow their wealth. We are a team of specialists - not generalists - whose greatest strength is the ability to connect on a human level. Our team includes specialists in planning, investing, estate, retirement, education, tax, insurance and planning for families, individuals, small business owners and families with special needs. We bring everything together in one place, so our clients can feel complete control and contentment.
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Managing DirectorPenn Mutual Jan 2019 - Mar 2022Horsham, Pa, UsSenior management team member responsible for setting the firm's strategic focus and execution across Recruiting, Practice Development, Sales and Marketing. Focus on Team Development, with proven results of increased efficiencies and growth via business planning and strategy, client experience and operations, marketing and client acquisition and practice development. -
Director Adviser DevelopmentPenn Mutual Aug 2015 - Jan 2019Horsham, Pa, UsLinkedIn is unaffiliated with Hornor, Townsend & Kent, LLC. (HTK). Any recommendation posted to this page is not endorsed by, and may not represent the views of HTK nor its affiliates. This material is not intended to be a recommendation, offer or solicitation. Always consult a tax, legal, or financial professional regarding your personal circumstances. Securities & Advisory Services offered through HTK. Member FINRA Member FINRA www.finra.org / SIPC www.sipc.org. 110 Fieldcrest Avenue, Edison, NJ 08837. 732.225.0777. Primary Financial is unaffiliated with HTK.
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Managing DirectorPrimary Financial Sep 2015 - Mar 2022Edison, Nj, Us -
Associate | Director Of Museum Of American Finance College Mentor ProgramBank Of America Merrill Lynch Jun 2015 - Aug 2015Charlotte, Nc, Us -
Managing DirectorBear Stearns & Company 2003 - 2005Developed sub-advisory and separate account programs including discretionary and non-discretionary financial advisor directed advisory programs across all asset classes. Responsible for establishing overall program guidelines, selecting and implementing trading platforms, creating due diligence procedures and leading investment manager and mutual fund selections. Trained a staff of due diligence analysts to conduct analysis for sub-advisory programs. Served as liaison with operations to create a proprietary due diligence database and client marketing material platform.
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Senior DirectorOppenheimer & Co. Inc. 1994 - 2003New York, Ny, UsProduct Manager for institutional/high net worth separate account and sub-advisory consulting programs in both the U.S. and Canada representing over $4 billion in assets. Implemented strategic program direction and managed risk infrastructure of the business. Primary contact for advisors and investment managers participating in programs. Developed and executed marketing strategies, including training seminars, to educate 650 person salesforce. Provided sales support in areas of asset allocation, investment policy construction, investment manager search and selection. Created and authored program sales materials such as client brochures, seminar packets, prospecting letters and industry articles. Conducted due diligence of investment managers including on-site visits, composite and attribution analyses.
Keri Kutakoff, Cima®, Chfc® Skills
Keri Kutakoff, Cima®, Chfc® Education Details
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The American College Of Financial ServicesFinance And Financial Management Services -
Alfred Lerner College Of Business & Economics At University Of DelawareMarketing
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Alfred Lerner College Of Business & Economics At University Of Delaware
Frequently Asked Questions about Keri Kutakoff, Cima®, Chfc®
What company does Keri Kutakoff, Cima®, Chfc® work for?
Keri Kutakoff, Cima®, Chfc® works for Fountainhead Advisors
What is Keri Kutakoff, Cima®, Chfc®'s role at the current company?
Keri Kutakoff, Cima®, Chfc®'s current role is Chief Operating Officer, Business Development.
What is Keri Kutakoff, Cima®, Chfc®'s email address?
Keri Kutakoff, Cima®, Chfc®'s email address is ku****@****ual.com
What is Keri Kutakoff, Cima®, Chfc®'s direct phone number?
Keri Kutakoff, Cima®, Chfc®'s direct phone number is +190821*****
What schools did Keri Kutakoff, Cima®, Chfc® attend?
Keri Kutakoff, Cima®, Chfc® attended The American College Of Financial Services, Alfred Lerner College Of Business & Economics At University Of Delaware, Alfred Lerner College Of Business & Economics At University Of Delaware.
What skills is Keri Kutakoff, Cima®, Chfc® known for?
Keri Kutakoff, Cima®, Chfc® has skills like Investment Management, Marketing, Marketing Communications, Public Relations, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Finance, Mutual Funds, Leadership, Strategy.
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