CoverProfile

Kerry (Murphy) Mittelholzer

Director

SCS Financial

United States, Massachusetts, Boston

About Me

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.

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

Profile Photo
Laura Mcdonough
Director and Vice President, Private Investments
Profile Photo
Sam Martin
Director, Hedge Funds
AW
Adam Worrall
Director, Investment Analytics
Profile Photo
John A. Diorio
Managing Director, Portfolio Advisory

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University