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Kerry Mayo

Managing Partner, Principal & Portfolio Manager

Capital Financial Advisors of New York LLC

United States, New York, Saratoga Springs

About Me

Kerry Mayo’s background in economic forecasting and analysis and his credentials in financial planning and investment management round out the expertise of the firm. Kerry Mayo’s knowledge of financial markets and investments helps to ensure that clients have the portfolios they need to reach their objectives. Graduated from the State University of New York at Albany with a M.A. in economics with a concentration in financial markets; Earned a B.A. in history with a minor in economics from Saint Michael's College in Colchester, Vermont; Chartered Financial Analyst® practitioner; Certified Financial Planner® practitioner; Member of the National Associat

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Profile Information

Managing Partner, Principal & Portfolio Manager

Capital Financial Advisors of New York LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Saratoga Springs

New York

United States

Aug 16, 2024

Work Experience

Capital Financial Advisors of New York LLC

Managing Partner, Principal & Portfolio Manager
Jun 2007 - Present
Email: kerry.mayo@cfany.com

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