Kerry Mayo CFA®, CFP®
Kerry’s background in economic forecasting and analysis and his credentials in financial planning and investment management round out the expertise of the firm. His knowledge of financial markets and investments helps to ensure that clients have the portfolios they need to reach their objectives.
- Graduated from the State University of New York at Albany with a M.A. in economics with a concentration in financial markets
- Earned a B.A. in history with a minor in economics from Saint Michael's College in Colchester, Vermont
- Chartered Financial Analyst® practitioner
- Certified Financial Planner® practitioner
- Member of the National Association of Personal Financial Advisors (NAPFA)
- Member of the Saratoga Springs Planning Board
- Began his professional career as a research economist responsible for economic modeling and forecasting in Vermont
- Prior financial planning experience with CFANY and Primerica Financial Services prior to and during graduate school
- Has been featured in The Wall Street Journal, Investment News, and the Schenectady Gazette, and appeared on News Channel 10 and SiriusXM Radio.
Kerry lives in Saratoga Springs with his wife, son and daughter. He enjoys tennis, hiking, golf and all types of skiing in the Adirondacks and beyond.
Kerry's profile at NAPFA can be accessed HERE
Kerry's profile at the Fee-Only Network can be accessed HERE
