Keri Kutakoff
About
Keri Kutakoff is from New York City Metropolitan Area. Keri is currently Chief Operating Officer, Business Development at Fountainhead Asset Management, located in Warren, New Jersey, United States. Keri also works as Chief Operating Officer, Business Development at Fountainhead Advisors, a job Keri has held since Mar 2022.
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Keri Kutakoff's current jobs
In today's highly competitive business environment, focus on a specialized task is imperative for success. We specialize in providing outsourced Chief Investment Office (OCIO) services. From portfolio construction, to analysis , to trading, and to the technology supporting it all - we are responsible for deep understanding and implementation.
At Fountainhead Advisors, we provide customized Financial Life Planning solutions that integrate every facet of our clients' unique life situations and objectives. Believing that the story behind each client is a fundamental factor for successful financial planning, we take the time to get to know them, their goals and aspirations before creating plans and portfolios that protect, preserve and grow their wealth. We are a team of specialists - not generalists - whose greatest strength is the ability to connect on a human level. Our team includes specialists in planning, investing, estate, retirement, education, tax, insurance and planning for families, individuals, small business owners and families with special needs. We bring everything together in one place, so our clients can feel complete control and contentment.