Digital Transformation, IT Strategy, Operations, and Cybersecurity
Kerry is a seasoned technology executive, investor, and entrepreneur with 35+ years of success in financial services, healthcare, manufacturing, and the public sector. He brings value to companies seeking assistance with digital transformation, strategic planning, cybersecurity strategy, audit, operations, and M&A due diligence.
As President and CEO of Big Edge Advisors, Kerry is a trusted advisor to C-suite executives and founders of small and medium-sized businesses. Through various strategic partnerships, he assists companies with technology implementation and strategy execution.
Previously, Kerry served as Managing Director and Chief Information Officer at the PFM for 14+ years. PFM consisted of PFM Financial Advisory, LLC, the nation’s largest independent financial advisor to state and local governments, PFM Asset Management, LLC, a mid-size money manager with $170 billion AUM, and five other subsidiaries.
Kerry spearheaded the execution of technology and service delivery strategies across PFM and provided strong leadership for critical IT initiatives, acquisitions, and product development ventures to increase the company’s scale and revenue growth. Kerry was instrumental in crafting PFM’s 5-year strategic plan, developing and executing the technology roadmap for PFM AM, and establishing PFM’s cybersecurity program.
Prior to his tenure at PFM, he spent six years as Vice President in Global Technology Services at State Street Bank, leading the technology operation supporting Merrill Lynch Investment Management ($190 billion AUM). As Senior Manager at Deloitte Consulting, during his six-year tenure, his clients included JP Morgan, State Street Bank, Owens Corning, the University of Medicine and Dentistry of NJ, Tenet Healthcare, and the State of NJ.
Board Experience (Non-Profit):
• Board Member, University Science Center (2014-Present)
• Advisory Board Member, Plain Sight Capital 2022-Present)
• Board of Managers, Philadelphia Foundation (2014-2022)
Board Experience (For Profit):
• Board Member, CAMCO Management (2014-2021)
Recipient of Peter D. Dilks Memorial – PFM Hero Award, 2020
Recipient of Peter D. Dilks Memorial – FIS Team Award, 2019
Recipient of the “2011 Philadelphia Business Journal Minority Business Leader Award”