Kerry has been a part of the Private Client Group at SCS for 8 years. She has more than 12 years of experience working closely with families to develop and implement investment and wealth planning strategies. As a Vice President she helps multi-generational families work toward their long-term goals by customizing investment strategies and identifying wealth management techniques, including estate, tax, and cash flow planning strategies. Prior to joining SCS Kerry worked for a boutique RIA firm outside of Boston managing client relationships. Kerry received a B.A. in English and Communications from Boston College.

Kerry (Murphy) Mittelholzer
Director
SCS Financial
United States, Massachusetts, Boston
About Me
Profile Information
Director
SCS Financial
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Boston
Massachusetts
United States
Oct 11, 2024
Work Experience
SCS Financial
Director Jan 2024 - Present
Email: kmittelholzer@scsfinancial.com
More profiles to browse
TA
Tony Abbiati
Chief Executive Officer
Peter Mattoon
Co-Founder and Executive Chairman
Peter Lacaillade
Chief Investment Officer, Private Investments
CC
Colin Campbell
Chief Financial Officer
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation