KH
KH

Keri Hepburn

29 Years of Experience
Broker

Keri Hepburn is a registered investment advisor, based in Boston, MA, with 29 years of industry experience.

Location

125 Summer Street, Suite 1220, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Keri is a Senior Vice President at Aristotle Capital Management LLC, dedicating full-time hours to business development. She also holds director and partner positions in several other companies, including KPS, Inc., Hampton House Hotel, Inc., Glen Hill Inc., and 2C&D, LLC, but spends minimal time on these activities.

Employment History
Current Registrations
Foreside Financial Services, LLC
October 2023 - Present · 2 yrs 6 mos
Foreside Financial Services, LLCBroker
October 2023 - Present · 2 yrs 6 mos
Aristotle Capital Management, LLC
July 2018 - Present · 7 yrs 9 mos
Previous Registrations
Imst Distributors, LLCBroker
February 2018 - October 2023 · 5 yrs 8 mos
Invesco Advisers, INC.
June 2017 - August 2017 · 2 mos
Invesco Distributors, INC.Broker
December 2007 - August 2017 · 9 yrs 8 mos
At Investor Services, INC.Broker
July 2005 - December 2007 · 2 yrs 5 mos
Amvescap Services, INC.Broker
July 1998 - July 2005 · 7 yrs
Invesco Distributors, INC.Broker
October 1995 - December 1997 · 2 yrs 2 mos
State Registrations36 states
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Exams
No exam information available for this advisor.