Westfuller
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  • Our Story
  • Team
  • Institutions
  • Individuals
  • Insights
  • Ethos
  • Client Portal
  • Contact Us

Thank you for your interest in Westfuller.

We will reach out to you when an opportunity arises that is a fit for your experience.

Kreg Kerr

Vice President, Investment Analyst

Kreg joined Westfuller in 2023 and is a member of our investment committee which is responsible for portfolio strategy and implementation of mission-aligned investment solutions in high net worth and institutional portfolios. This role includes sourcing and conducting due diligence on investments across asset classes for ESG and Impact portfolios, including asset managers and private companies.

Previously, Kreg was a Senior Research Analyst at Cook Street Consulting where he provided portfolio and manager recommendations for institutional clients. At Cook Street Kreg helped establish and lead the company’s ESG and sustainable investment manager research and ESG reporting solutions. Additionally, he began his career as a Performance Analyst with the company before joining the research team.

Kreg received a B.S. in Business Administration (Finance and Economics) from the University of Colorado at Boulder. In his free time, he enjoys exploring the city and getting up to the mountains to hike and snowboard.

Our Areas of Focus
Institutions
  • Outsourced Chief Investment Officer
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Individuals
  • Financial Legacy
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  • Global, Multi-Asset Class Investments
  • Open Architecture
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  • Form ADV Part 2A
  • Client Relationship Summary
  • Privacy Notice
  • Business Continuity Plan
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  • Artwork Citation
Call Us

212.219.6198

Email Us

[email protected]

Address

New York Office
1185 Avenue of the Americas,
3rd Floor
New York, NY 10036

San Francisco Office
601 Montgomery Street
Ste. 1212
San Francisco, CA 94111

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B Corp | Force for Good
Certified B Corporations are leaders in the global movement for an inclusive, equitable, and regenerative economy. 

© 2022 Westfuller Advisors, LLC. All rights reserved

Westfuller is an SEC registered investment adviser with a principal place of business located in New York, New York. Westfuller may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Any subsequent, direct communication by Westfuller will be initiated by a representative that is either registered, or qualifies for a corresponding exemption, in the state in which the client resides. For additional information pertaining to the registration status of Westfuller, please refer to the Investment Advisers Public Disclosure website at www.adviserinfo.sec.gov. A copy of the Westfuller current written disclosure brochure, as set forth on Part 2A Form ADV, discussing the firm’s business operations, services, and fees is available from Westfuller upon written request.