Kerry Richardville, CFA
Mariner

Kerry is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports, and conducting trustee education on a wide range of investment topics. She also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Kerry acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Kerry may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining the Mariner, Kerry was a consultant at AndCo, an investment consulting firm that was acquired by Mariner. While here, Kerry focused on providing asset allocation and manager recommendations to institutional clients. She also provided education to clients and participated in public pension, endowment and foundation conferences.

Kerry has an MBA from Florida State University and has a Bachelor of Science in Economics and Political Science from Florida State University.