“I had the pleasure of working with Jerry Kerr in leadership roles for 6 years during a time of dramatic change for our industry and our company. Jerry is exceptional at translating business objectives to his team, fielding difficult conversations, focusing on positive outcomes and courageously leading through ambiguity. While the landscape may be shifting beneath him, Jerry remains grounded in his core principles of doing right by clients, his team and his employer. He is adept at quickly establishing trust across stakeholders and clearing the clutter that impedes moving the team forward. In addition to these skills, Jerry has a knack for creating an environment where team members can bring their authentic selves and do their best work.”

-Lisa Trombley, Retired, SVP Private Wealth Management, U.S. Bank