Kerry Kozlowski

Background

About Kerry Kozlowski

Kerry works as a Client Manager for Nonprofits, Foundations and Endowments focusing on investment management, strategic investment policy development and spending policies. She provides her expertise to private schools, community colleges, human services organizations and other charitable entities to help them best navigate the financial complexities related to long-term endowment portfolios. In addition, Kerry advises philanthropic families and individuals who have a passion for giving and a desire to leave a legacy. She designs and manages risk-aware portfolios that grow assets to meet both family and philanthropic goals. Kerry has a proven track record in the investment management industry with more than 20 years of experience and extensive expertise in advising and managing investments for not-for-profit organizations, high net worth families and global financial institutions. She brings to the table a powerful combination of global technical expertise, personalized client service and results-driven business development. She is recognized by her peers and clients for her result-driven, engaging and optimistic approach. Kerry is committed to creating long-term, trusting relationships with clients and professional community. She is a frequent speaker at industry events sharing her knowledge and thought leadership with professionals in the non-profit sector and philanthropists. Kerry is an active member in the community and serves on a number of the boards of Seattle-area charities and professional associations.