Keri U. McCue

Operations Specialist

PHONE: 804.545.7453


ROLE: To support the back office operations of the investment practice and proactively serve clients.

MY CLIENT IMPACT: My role is uniquely client centric by ensuring that the information used in making portfolio decisions and reporting results to clients is accurate and complete.

PERSONALITY: Easy-going, positive and willing to do whatever the team needs.

PERSONAL PASSIONS: Outside of work, I am passionate about family and church, and I love reading and game nights with friends. 

CREDENTIALS / EXPERIENCE: Possess 5+ years of administrative experience, as well as 10+ years working in customer relationships and customer service. 

EDUCATION: Studied Psychology and Business at Lee University