The Grey Ledge Team
Director – Client Experience
Director of Client Experience Kerry McConville joined Grey Ledge Advisors in January 2021 through the merger with CTMA, where she had worked for the five previous years — most recently as Director of Operations.
Kerry is responsible for ensuring her team, while working closely with the advisors, delivers the best possible, positive client experience across all touchpoints of the client journey. She utilizes her strong problem solving and analytical skills to provide solutions to complex client requests and provides development and oversight of the firm’s various client facing and operational work-flow processes.
Away from work, Kerry enjoys skiing in the winter – making an annual pilgrimage to Colorado — and her summers golfing and relaxing at the beach. She enjoys spending time with her husband and four adult sons. Kerry is an avid reader and has a passion for helping children learn to read.
“Do not go where the path may lead, go instead where there is no path and leave a trail.”– Ralph Waldo Emerson