Molly Kerstetter

Client Partner

Molly was born and raised in Upstate New York and recently relocated to Charlotte with her fiancé, Calvin. Molly graduated summa cum laude from Syracuse University with a double major in mathematics and economics. During her time at Syracuse, she was selected as an undergraduate teaching assistant, research assistant, and given the opportunity to participate in the Distinction Program for economics. Molly is passionate about numbers, problem solving, and learning about the financial services industry. She prides herself in being results-oriented and providing the highest level of client service.

Outside of the office, Molly loves to cook, ride her Peloton, and travel. On the weekends, you can find her exploring restaurants and looking for the best coffee in the Queen City.

At Verum Partners

Client Partner

Previous Experience

Morgan Stanley – Client Tax Operations, Analyst
Morgan Stanley – International Tax Utility, Summer Analyst

Education & Professional Designations

Syracuse University, Mathematics (B.A) & Economics (B.S)

  • Summa Cum Laude
  • Undergraduate Research Assistant – Economics
  • Undergraduate Teaching Assistant – Economics
  • Distinction in Economics

Additional Information

Omicron Delta Epsilon – International Honor Society for Economics
Skaneateles Central Schools – Past Tutor and Substitute Teacher
SUAbroad – Past Global Ambassador