An independent atlasTheFamily Office StackThe intelligence platform

Loading profile…

An independent atlas · surveyed quarterly · set in Fraunces, Source Serif & Space Mono.

Kreg Kerr — Vice President · Westfuller | The Family Office Stack

People · Advisors

Kreg Kerr

Impact & Sustainability

Vice President · Westfuller

Role confidence VerifiedLocation New York, New York, United StatesFollowers 389Connections 375

Kreg Kerr — Vice President · Westfuller · New York, New York, United States.

Direct contact

No direct contact on file for Kreg yet.

About

Vice President at Westfuller Advisors.

Passion for impact investment.

University of Colorado at Boulder

Experience

Vice PresidentCurrent
Westfuller · New York, New York, United States
May 2025 – Present
Senior Research Analyst
Morgan Stanley - FKA Cook Street Consulting
Dec 2020 – Oct 2021
FKA Cook Street Consulting

Education

University of Colorado Boulder - Leeds School of Business — Bachelor of Science in Business Administration, Finance · 2012 – 2015

Skills

BloombergMicrosoft ExcelDCF ValuationMultiplesBusiness ValuationEquity ValuationAnalystsMarket ResearchQualitative ResearchRelationship-builder with Unsurpassed Interpersonal SkillsPublic SpeakingTeamworkFinancial Analysis

Related professionals · Westfuller

Danielle Lumetta — Director of Strategic Growth and Alternative Investments

Dorian Fuller — Deputy Chief Operating Officer

Ellen Chiu, CFA, CAIA — Director, Senior Portfolio Strategist

Ian Fuller — Co-Founder and CEO

Kara Kelly, CFP — Senior Managing Director, Wealth Management

Lola C. West — Chairwoman & Chief Culture Officer

Organisation

Westfuller

Confidence scale

Verified · primary source
Corroborated by survey
Reported · unconfirmed
Unknown