Kerry L. Davis, CFA, CFP®
Vice President, Advisor Associate
Kerry holds the designation of Chartered Financial Analyst®; she is a member of the CFA Institute and the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER ™ professional.
Kerry leads the firm's Investment Committee and specializes in portfolio analysis, retirement planning, asset allocation, investment policy development, investment research, client service, and compliance.
She has over 30 years’ experience in financial services and more than 20 years at Herrmann & Cooke. Before joining Herrmann & Cooke, Kerry worked as a relationship manager for institutional fixed-income clients for the Investment Management Groups at both Wells Fargo Bank and Bank of America. She is a graduate of the University of California, Los Angeles.
A longtime resident of the San Ramon Valley, Kerry enjoys being involved in the community and has volunteered on various school, sports and church related boards and committees over the years. She loves the outdoors and finds as many opportunities as possible to play competitive tennis.