Kerri brings more than two decades of expertise to Cetera Trust clients, spanning disciplines such as trust administration, fiduciary compliance, and risk mitigation. She previously served as chief fiduciary officer of Fidelity Personal Trust Company, where she oversaw all aspects of trust administration, regulatory and statutory compliance, and legal and risk matters impacting trust services. Earlier in her career, Kerri practiced as a trusts and estates attorney at Nutter McClennen & Fish LLP in Boston, advising clients on complex estate planning and fiduciary matters.
Kerri is a graduate of Tufts University and earned her Juris Doctor degree from George Washington University Law School in Washington, DC.