Kerry Mittelholzer
Director
Private Client Group
Boston, MA
As a Director in the Private Client Group, Kerry works closely with families to develop and implement customized investment and wealth planning strategies. She helps bring each family’s personal goals into alignment and life by integrating investment, estate and tax planning.
Kerry is driven by building deep relationships with clients to understand what motivates them and guide thoughtful, values-aligned decisions. She enjoys helping families make sense of complex structures, navigate different life stages, and integrate new ideas that support each individual’s goals while honoring the bigger picture.
Experience
- 20 years serving ultra- and high-net-worth families in the wealth management industry, total of 14 years at SCS
- Adviser Investments (now RWA Wealth Partners), portfolio management and client relationships
Education & Credentials
- B.A. in English and Communications, Boston College
Beyond SCS
Kerry grew up south of Boston and now lives in southern New Hampshire with her husband, Bob, their two young boys, Luke and Zach, and their labrador retrievers. A lifelong New Englander, she can be found at the Cape in the summer, skiing the White Mountains in the winter, and cheering on her boys at the town fields in between.
