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New York, NY, United States
As the EY Americas Registered Funds Tax Leader and partner within the Ernst & Young LLP Wealth & Asset Management practice, Kerri drives transformation, offering strategic consulting and tax services to a diverse and complex universe of registered and nonregistered products. With over 30 years of financial services experience, she helps clients navigate the evolving landscape.
She focuses on tax issues affecting both registered and unregistered investment funds, with deep knowledge in US and offshore fund structuring, tax-efficient investment strategies, year-end planning and partnership allocation reporting.
Kerri is a frequent speaker at industry conferences, sharing insights on evolving tax developments.
How Kerri is shaping the future with confidence
Kerri is shaping the future with confidence by guiding asset managers through complex tax challenges with clarity and foresight. With deep knowledge in fund taxation, she helps clients make informed, resilient decisions in a shifting financial landscape. Through industry leadership and mentorship, she builds trust, elevates understanding and develops the next generation of confident, ethical tax professionals.