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Kerry McConville

Kerry McConville
Kerry McConville
Director - Client Experience
​

203.204.6632 office
475.414.6182 cell
​kerry@greyledge.com
​
Kerry provides a wide range of client services which include facilitating client requests and offering skilled operational and transactional assistance with distributions, fund transfers, and establishing accounts.

Kerry joined Grey Ledge Advisors as Operations Administrator in January of 2021 through the acquisition of CTMA Wealth Management. She began at CTMA Wealth Management in 2016, where she most recently served as Director of Operations. In her role she provides a wide range of client services which include facilitating client requests and offering skilled operational and transactional assistance with distributions, fund transfers, and establishing accounts.

She began her career as a Business Analyst for Harte Hanks Data Technologies, a database marketing software firm for large financial institutions. Her responsibilities included expanding leadership roles in Project Management and Quality Assurance. Most recently, she worked as a Client Relationship Specialist for Clarity Software Solutions.

Kerry is a graduate of Providence College with a B.S. in Math/Computer Science.
Kerry resides in Madison and in her free time enjoys skiing and golfing with her husband as well as her four grown sons. Kerry has a passion for reading and has volunteered as a tutor for New Haven Reads. She hopes to resume her role at New Haven Reads shortly.

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  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil