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Kerri is a partner in the Ernst & Young LLP Asset Management Tax practice. Since joining the firm more than 25 years ago, she has provided tax services to a wide variety of clients in the financial services industry.
Kerri is highly experienced in a broad range of tax issues affecting registered and unregistered investment funds, including US domestic and offshore fund structuring, tax-efficient securities investing strategies, year-end tax planning and reporting of partnership allocation issues. Her particular focus is on registered investment companies and US-based mutual funds.
Kerri is a frequent speaker at industry conferences, is a graduate of SUNY Oneonta and holds her CPA license in the state of New York.