Kerry Ann James is the Head of Client Relations and a portfolio specialist for Counterpoint Global. She joined Morgan Stanley in 2021 and has 28 years of investment experience. Prior to joining the firm, Kerry was a Managing Director at Boston Partners Global Investors. She also worked at the Monitor Group, Wellington Management Company, and Goldman Sachs. Kerry began her career in financial services with Morgan Stanley Asset Management. Kerry serves as Chair of the Board for uAspire, an organization that deals with post-secondary education affordability, and is a member of the MIT Sloan Executive Board and the Morgan Stanley Investment Management Diversity Council. Kerry received a B.S. in management science from the Massachusetts Institute of Technology and an M.B.A. in finance from the MIT Sloan School of Management. She holds the Chartered Financial Analyst designation and FINRA licenses 7, 24 and 66.
