Kerry Falconer - Managing Director, Operations and Client Relations

Kerry has 10 years of experience in the investment management arena. Born and raised in England, Kerry graduated form Queens’ School where she obtained A Levels in English, English Literature and Business Studies. Kerry obtained her Associates of Arts degree from Valencia Community College and attended the University of Central Florida and Rollins College studying International Affairs.

Kerry is responsible for the firm’s day-to-day operations and improving overall efficiencies. She also manages human resources, compliance, hedge fund admin and assists Regional Directors with their marketing efforts.

She resides in Winter Park, Fl with her husband Zachary and daughter Zofia.