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Kerric Kynard
Commercial Team

Kerric Kynard

Business Development Director

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Qualifications

FINRA Series 6, 26, 63 & 99 Licensed Certified Mutual Fund Counselor (CMFC®) Chartered Retirement Planning Counselor (CRPC®) Academic studies in Liberal Arts with concentrations in Politics and International Relations at Georgetown University

Experience

Kerric brings more than 25 years of experience in financial services, with expertise spanning asset management, retirement solutions, registered funds, ETFs, alternative investments, fund governance, and strategic business development.

He began his career with Pioneer Mutual Funds, Securities America, and OneAmerica, where he built extensive experience in investment wholesaling, national accounts, intermediary distribution, and strategic partnerships, working closely with financial advisors, broker-dealers, asset managers and institutional clients.

Over the past decade, Kerric has held senior business development and relationship management roles with Foreside and Ultimus Fund Solutions, advising investment advisers, mutual fund complexes, ETF issuers, and alternative investment managers on governance, compliance, fund administration, distribution, and outsourced operating solutions. He is recognized for developing trusted executive relationships and helping clients navigate the regulatory and operational complexities of bringing investment products to market and supporting them throughout their lifecycle.

Outside of his professional responsibilities, Kerric enjoys traveling, experiencing new cultures, studying history, volunteerism, interior decorating, collecting fine mechanical watches, and spending time with family and friends.

Nationality

American

Spoken Languages

English