Fountainhead Announces Appointment of Chief Operating Officer

Keri Kutakoff to lead strategic initiatives to further scale and grow the firm’s advisor offerings

WARREN, NJ, April 25, 2022 – Fountainhead is pleased to announce Keri Kutakoff has been appointed to fulfill the new role of Chief Operating Officer (COO) of the firm. A veteran financial executive and experienced business leader, Keri will oversee continued expansion at both Fountainhead Advisors (“FHA”) and Fountainhead Asset Management (“FAM”). Her responsibilities will include optimizing advisor practices inclusive of scaling client acquisition, increasing client engagement, navigating business succession and transition, and integrating the differentiated services offered through Fountainhead Asset Management. The result will be an enhanced and differentiated client and advisor offering that aligns with Fountainhead’s value proposition.

“Keri is a significant addition to our fast-growing team. We are excited to have her onboard,” said Joe Halpern, Chief Investment Officer of Fountainhead. “Keri will ensure that advisors are able to continuously differentiate and scale their practices through maximizing all that Fountainhead has to offer.”

Keri brings with her over 20 years of industry experience focused on developing platforms and solutions that have resulted in expanded revenue and growth for advisor practices. She began her career with Oppenheimer & Co. Inc., where she managed the firm’s Separate Account Investment Management Program. After the firm was acquired by CIBC Wood Gundy, she was a central leader of the design and execution of the separate account program throughout Canada’s Wood Gundy salesforce.

Following the acquisition of Oppenheimer by Fahnestock, Keri joined Bear Stearns as a Managing Director tasked with developing their sub-advisory and separate account programs. With a strategic vision of the platform, she served as a senior liaison across multiple business lines, including operations and marketing.

Since 2015, Keri has served as a Managing Director with Penn Mutual. In this most recent role she has specialized in practice management, providing coaching and development to help advisors optimize their practice across business operations and development, client acquisition and engagement and business succession and transition.

“We are very excited to welcome Keri to the Fountainhead Team and leverage her experience in developing solutions-based strategies for advisors and clients,” said Marc Rock, Managing Partner of Fountainhead. “We will look to Keri to bolster strategic relationships, streamline practice efficiency, and continue to strengthen the marketing platforms of both FHA and FAM.”

As part of Fountainhead’s commitment to understanding the customized stories and backgrounds of both FHA clients and FAM advisors, Keri will ensure both sides of the business are run with maximum efficiency and expertise. Her long history in business operations and unique track record of successfully delivering innovative solutions for advisors will be leveraged.

Keri earned her undergraduate degree in Business Administration from the University of Delaware. In addition to Life and Health Licenses, she holds FINRA registrations 7, 63, 65 and 24. She earned her Chartered Institute of Management Accountants designation (CIMA) in 1998. She is currently a candidate to earn her Chartered Financial Consultant (ChFC) designation with the American College of Financial Services. In 2019, Keri was privileged to assume the role as President of the NY/NJ Women in Insurance and Financial Services (WIFS) Chapter.

Keri resides in Bernardsville, New Jersey with her three children, Samantha, Justin, and Josh. She is an active member of her local school community and enjoys spending her free time cycling and reading.

About Fountainhead Advisors

Fountainhead Advisors is an independent SEC Registered Investment Advisory (RIA) firm providing comprehensive, holistic financial planning to high-net-worth individuals and business owners worldwide. Fountainhead believes every client’s financial life is as distinct as they are and deserves its own customized wealth management solutions. The depth and breadth of the Fountainhead team lends to their specialist approach and ability to connect to clients on a human level. The firm’s collaborative style, combined with state-of-the-art technology, operations, and service teams, is designed to support the most sophisticated needs of both clients and advisors. For more information, please visit fountainhead-advisors.com.

About Fountainhead Asset Management

Fountainhead Asset Management (FAM) is an Outsourced Chief Investment Office (OCIO) firm serving financial advisors, RIAs, and accountants. As a thought leader in the field of investing, FAM provides customized beginning-to-end investment solutions that include comprehensive case design, rigorous due diligence and investment product selection and implementation. FAM’s dedicated team of investment specialists stand ready to support advisors with a suite of research, commentaries, and time-sensitive market updates and content. By partnering with FAM, advisors are able to design an institutional quality practice aligned with outsourced C-suite services and capabilities, thus creating the freedom to grow and scale their own business. For more information, please visit www.fountainheadam.com.

Contact:
Sara Mantz, Marketing
sara@fountainhead-advisors.com

Fountainhead Expands to West Coast

Fountainhead Advisors Announces Expansion into West Coast Region

Firm now has established presence in New York, New Jersey, and San Francisco

EDISON, NJ (October 25, 2018) – Fountainhead Advisors is pleased to announce its expansion into the West Coast region, by establishing its presence in San Francisco. Known for taking an innovative approach to financial planning, Fountainhead has built its reputation on providing clients with complete Life Planning solutions by utilizing their Total Life Allocation process. The expansion of the Fountainhead team introduces this approach to new markets, while allowing clients to benefit from the firm’s team of collaborative specialists regardless of their location. “We continue to add advisors who are attracted to our team approach and deep bench of expertise ensuring a positive client experience” said Marc Rock, Managing Partner. “Our expansion is driven by relationships we have been cultivating over the past several years with like-minded, trusted experts who are truly a natural fit with the Fountainhead way of serving clients. We look forward to continuing to bring our unique approach to serve our clients into additional regions in the U.S.” Joining the Fountainhead team are three professionals and their support team who share a commitment to serve clients at a very personal level with completely customized life planning strategies and solutions:
    • With extensive experience in insurance and finance, Eric Furstner, Senior Financial Strategist, has been providing clients with a personalized and comprehensive approach to financial advising since 1987. Eric is highly skilled at getting to the heart of what people need most to enjoy financial security and flexibility and builds completely customized solutions for each client.
    • Wes Yamada, Senior Financial Strategist, Wes entered the banking industry immediately after graduating from UC Irvine in 2007. His experience through all levels of the bank culminated with his role as a Financial Advisor. It was in this role that Wes found his niche by combining his love of analytical planning with a strong sense of client advocacy. Today, Wes’ clients span various industries including a strong focus helping technology professionals with their planning needs.
    • Shafaq Presswala, Financial Strategist, formerly worked as a scientist in genomic research, identifying gene pathways to early cancer detection. A career shift to work as an EMT led her to a deep interest in helping families struggling with overwhelming healthcare costs and no financial planning in place. She currently serves clients that include physicians, pharmacists and others in the medical field.
“We are proud to add these diverse experts to the Fountainhead team,“ said Scott Silver, Chief Financial Strategist. “They bring many new areas of expertise to the table and we are excited to pair them with clients who will reap the benefit of their extensive knowledge.” About Fountainhead At Fountainhead Advisors, we provide customized Financial Life Planning solutions that integrate every facet of our clients’ unique life situations and objectives. Believing that the story behind each client is a fundamental factor for successful financial planning, we take the time to get to know them, their goals and aspirations before creating plans and portfolios that protect, preserve, and grow their wealth. We are a team of specialists—not generalists—whose greatest strength is the ability to connect on a human level. Our team includes specialists in wealth management, estate, retirement, education, tax, and insurance planning for families, individuals, small business owners and families with special needs. We bring everything together in one place, so our clients can feel complete control and contentment. For more information, please visit www.fountainhead-advisors.com Press Contact Sharon Scarpa sharon@fountainhead-advisors.com 732.346.1900