Brings almost two decades of leadership experience in financial services, driven by a passion for helping advisors grow, scale, and build enduring legacies for the people they serve.
Joined Lido: 2025
Homebase: Warren, NJ
Professional Focus: Motivated by helping both advisors and clients succeed, blending strategic thinking with a people-first approach. Keri is especially passionate about mentoring and building environments where new ideas are welcomed and continuous improvement is part of the culture.
Professional Designations: Certified Investment Management Analyst®, Chartered Financial Consultant®
Education: B.B.A., Marketing, University of Delaware
Previous Work Highlights: Began her financial services career in 1994 as a Senior Director at Oppenheimer & Co., before moving on to serve as a Managing Director at Bear Stearns, Director of the Museum of American Finance College Mentor Program at Bank of America Merrill Lynch, and Managing Director at Penn Mutual. She then was Fountainhead Advisor’s Chief Operating Officer prior to its partnership with Lido in 2025.
Personal Facts: Outside of work, she enjoys exercise and reading, is passionate about advancing financial education for women and girls. She is often the person who walks into a room of strangers and leaves with new friends.
