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Kerri Scharr Appointed as Chief Fiduciary Officer of Cetera Trust
- Cetera Trust appointed Kerri Scharr as Chief Fiduciary Officer on June 4, 2025, joining the firm headquartered in Paul, Minn.
- This appointment follows Cetera Trust's expansion into New Hampshire, a key trust jurisdiction attracting over $1.5 trillion in assets due to favorable statutes.
- Scharr, who brings 20 years of experience from Fidelity Personal Trust, will report to CEO Scott Baker and collaborate with the broader management team.
- Jeffrey Buchheister stated they expect to "unlock significant value for advisors" by expanding trust services nationwide under the OCC-regulated national charter.
- Scharr’s appointment and the new office aim to enhance Cetera’s personalized fiduciary offerings, benefiting advisors and clients through increased trust service access.
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guymondailyherald.com+10 Reposted by 10 other sources
Kerri Scharr Appointed as Chief Fiduciary Officer of Cetera Trust
20-year veteran of Fidelity Personal Trust Company joins Cetera Trust as the firm is poised to expand trust services offered to affiliates across all of its channels and communities
·Guymon, United States
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