Kerry Kozlowski serves as a Managing Partner for Wren Capital. Prior to Wren, Ms. Kozlowski spent over 12 years in senior Business Development and Client Management roles at Cornerstone Advisors and Coldstream Capital, both Seattle-based wealth management firms. In her most recent role at Cornerstone, Ms. Kozlowski created and implemented the firm’s Foundation & Endowment institutional management practice and managed portfolios for endowments, foundations and high net worth families.
Ms. Kozlowski began her career in institutional public equities, initially conducting equity research for BZW in Seoul then moving into research sales with Credit Lyonnais in New York. Subsequently, Ms. Kozlowski co-managed $750 million under five global and international funds for Lexington Global Management in NJ, with responsibility for emerging markets located in Hong Kong/China, Thailand, Malaysia, Singapore, Indonesia, Philippines, and South Korea. She then managed over $350 million in U.S. equities on behalf of institutions and high net worth investors as Senior Portfolio Manager for First Hawaiian Bank in HI. Ms. Kozlowski graduated with a Bachelor of Arts, Political Science with Distinction from the University of Alberta.