Kerry Mittelholzer

Director – Private Client Group

Kerry has been a part of the Private Client Group at SCS for 8 years. She has more than 12 years of experience working closely with families to develop and implement investment and wealth planning strategies. As a Director she helps multi-generational families work toward their long-term goals by customizing investment strategies and identifying wealth management techniques, including estate, tax, and cash flow planning strategies.  Prior to joining SCS Kerry worked for a boutique RIA firm outside of Boston managing client relationships. Kerry received a B.A. in English and Communications from Boston College.