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
Kerry Mayo
Managing Partner, Principal & Portfolio Manager
Capital Financial Advisors of New York LLC
United States, New York, Saratoga Springs
About Me
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
More profiles to browse
Paul Corr
Principal
JS
Julie Sciandra
Financial Advisor
You Might Like
JM
Justin Molina
Manager, Client Services
Wall Private Wealth
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services