Kerry Kozlowski

Ms. Kerry Kozlowski is a Managing Director-Business Development at Cornerstone Advisors, Inc. (Washington).
She joined Conerstone in 2008.
Prior to that, she was a principal and business development officer at Coldstream Capital Management.
Prior to joining Coldstream Capital Management, she founded The Giving Network.com, an Internet-based resource for philanthropic and tax-advantaged charitable gift planning.
She also directs strategic partnerships, sales and marketing at Coldstream Capital Management.
In 1989, Ms. Kozlowski started her career with Barclays de Zoete Wedd Securities in Seoul, South Korea, a division of Barclays Bank of London, England, as an international equity analyst.
Her responsibilities included equity research, financial modeling, and securities analysis of South Korean listed companies.
In 1993, she joined Lexington Global Management, a family of global mutual funds based in Saddlebrook, New Jersey.
At Lexington, she was jointly responsible for managing Dollar 750 million for five international mutual funds.
Her responsibilities included global economic analysis, equity research, financial modeling, and securities analysis of portfolio holdings in Hong Kong, Singapore, Malaysia, Thailand, South Korea, China, Indonesia and the Philippines.
In 1996, Ms. Kozlowski joined First Hawaiian Bank Trust & Investments, in Honolulu, Hawaii as senior portfolio manager, US Equity Team.
At First Hawaiian Bank, she was the lead portfolio manager and client relationship officer on select high net worth individuals, families, charitable foundations, and corporate benefit accounts, providing investment management services.
Ms. Kozlowski earned her Bachelor of Arts degree in Political Science from the University of Alberta, Canada in 1988.
She is also a Candidate in the Certified Financial Planner program.