Kerry Pierce Email & Phone Number
Senior Managing Director, Head of Investment Advisory Solutions @ Cetera Financial Group
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Kerry Pierce Location
- San Diego, CA, US
Kerry Pierce Work
- Senior Managing Director, Head of Investment Advisory Solutions @ (January 2024 - Present)
- Managing Director, Head of Investment Solutions @ (March 2019 - January 2024)
- Vice President, Investment Solutions @ (June 2015 - March 2019)
- Co-Founder @ (November 2025 - July 2026)
- Vice President, Advisory Platform Strategy @ (April 2014 - June 2015)
- Director, Managed Accounts Product Development @ (January 2013 - April 2014)
- Vice President, Overlay Portfolio Management and Managed Account Operations @ (June 2006 - January 2013)
- Research Associate @ Center for International Securities and Derivatives Markets (January 2005 - January 2006)
- Senior Sales Associate @ Bear Stearns, JP Morgan Chase/Hambrecht &Quist (January 1999 - January 2002)
Kerry Pierce Education
- Wharton Executive Education
Securities Industry Institute (Executive Leadership / Executive Education)
2025-2027 - Villanova University
Six Sigma Green Belt (Financial Services)
2012-2012 - Isenberg School of Management, UMass Amherst
MBA (Research Associate at the Center for International Securities and Derivatives Markets (CISDM) Treasurer of the Graduate Business Association)
2004-2006 - Boston University
Diploma in Financial Planning (Financial Planning)
2000-2002 - University of Vermont
Bachelor’s Degree (Captain and President of Vermont Women's Rugby Football Club)
1993-1997 - The Gunnery 1991-1993
- Dana Hall 1989-1991
Kerry Pierce Summary
- Kerry Pierce, based in San Diego, CA, US, is currently a Senior Managing Director, Head of Investment Advisory Solutions at Cetera Financial Group. Kerry Pierce brings experience from previous roles at Cetera Financial Group, One of Us Bar and LPL Financial. Kerry Pierce holds a 2025 - 2027 Securities Industry Institute in Executive Leadership / Executive Education @ Wharton Executive Education. Kerry Pierce has 2 emails and 5 mobile phone numbers on RocketReach.
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Top Cetera Financial Group Employees
Prashant Sarode
Managing Director, Head of AI
Charlotte, NC, US
Jon Anderson
Managing Director, Head of Workplace and Retirement
San Diego, CA, US
Tom Halloran
President and CEO of Cetera Advisors
Wellesley, MA, US
Casper Thomsen
Managing Director, Head of Enterprise Data
Texas, United States
Mike Ragunas
Chief Technology Officer
Denver, CO, US
Edward O'Brien
Chief Operating Officer
Boston, MA, US
Todd MacKay
President, Cetera Wealth Management
Evergreen, CO, US
Jennifer Hanau
President, RIA and Branches Channel
Boulder, CO, US
Summer Pretzer
Senior Vice President, Head of Risk Controls
San Diego, CA, US
Christian Mitchell
President, Cetera Solutions
San Diego, CA, US
Maxwell Razzore
Vice President - Program Manager
San Diego, CA, US
Adeline Wong
SVP, Head of Retirement Plan Programs and Strategy
San Diego, CA, US
Deepti Tivel
Managing Director, Head of Talent Acquisition
San Diego, CA, US
Jeff Buchheister
Chief Financial Officer
San Diego, CA, US
Andy Watts
President, Tax Channel
Texas, United States
Scott Hennon
Chief Information Security Officer and Head of Enterprise IT Risk Management
Florida, United States
Andrea Shane
Managing Director, Head of Sales and Growth Operations
Florida, United States
Michael Durbin
Chief Executive Officer
United States
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