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“I am humbled to help further my clients’ ability to change lives.”
With a heart for serving others, Kerry was drawn to the health and human services field at a young age. She attended the College of Mount Saint Vincent in pursuit of a nursing degree, but realized after her first clinical practicum in a nursing home that direct care was hardly her gift. Kerry switched majors to focus on what had always come naturally to her, numbers, and graduated cum laude with a Bachelor of Business Administration in finance.
After college, Kerry joined the Bank of Scotland, which just so happened to have a Senior Living Finance group. While there, Kerry managed a $1.0 billion portfolio of construction loans and letters of credit for Life Plan Communities across the country. As a creative person who thrives on strategy and execution, Kerry established a love for designing financing structures and fulfilling organizations’ capital needs. For her, the work embodies the rare convergence of passion and talent.
In 2011, Kerry joined the Investment Banking team at HJ Sims as Assistant Vice President, primarily focusing on client relationships in the Northeast. Kerry was later promoted to Vice President and expanded her focus to the mid-Atlantic. Following her relocation to Florida, Kerry transitioned to Director of Organizational Development, a more internal role where she provided central support to bankers and furthered their ability to better serve clients. During this time, Kerry focused on establishing processes, systems, and reporting that improved the flow of information and data across the team. She also worked closely with management on key strategic planning efforts.
After experiencing firsthand the ways in which an organization and its staff can provide immense relief to a struggling family, Kerry felt called back to working directly with clients. In 2019, Kerry took responsibility of co-leading business development efforts throughout the state of Florida. She continues to play a vital role in the expansion of the HJ Sims Investment Banking platform as a member of the firm’s Management Committee.
While at HJ Sims, Kerry has been involved in more than 40 financings, including start-ups, major expansions and repositionings, and refinancings totaling nearly $2.0 billion. She has worked with a range of providers, including life plan communities, skilled nursing facilities, stand-alone independent and assisted living communities, and diverse human services organizations.
Outside of HJ Sims, you will typically find Kerry with her family and taking advantage of the best Florida has to offer – Disney, golf and beaches! Kerry also serves as Treasurer of the Board of Lift Disability Network, an organization committed to elevating the lives of families living with disabilities, and President of her son’s School Advisory Council. Although her job often requires her to spend a good deal of time in her car, her preferred mode of transportation is her golf cart.