Ryan Kerry
Ryan began his career in the investment technology space in the late 1990s with Advent software after an introduction to the industry as a bond trader at Mellon Bank. He joined Advent and progressed through roles of increasing breadth and complexity beginning in consulting, and advancing to consulting manager, customer engineering, data conversion, and Advent University. With that experience and his client-focused acumen, Ryan was promoted to the role of overseeing the services side of Advent's lead application, APX (then called Axys 4.0).
Ryan then joined a large Advent client, SEI, in a leadership role managing their Advent outsourcing solution segment which processed data for over 40 banks hosting and running Advent solutions for some of the largest banks in the industry. With this experience managing complex data and client service teams, Ryan chose to leave servicing larger organizations and start his own business, Accusource, which focused on the client space he had become partial to, family offices, and registered investment advisors (RIAs).
The vision of Accusource was to provide white glove, high touch, outsourcing options for clients using Advent products. Its reputation as a unique outsourcing option for bespoke needs attracted many family offices and complex RIAs. Accusource was sold to another outsourcing specialist in Feb 2020.
KnowLedger was spun off as a separate entity as Accusource was being sold. It was developed and launched as an application inside of Accusource to streamline and translate custodial and other investment data into journal entries to post into clients' accounting systems. Ryan is the CEO of KnowLedger.
Ryan lives north of Philadelphia with his wife and two teenage daughters, and when he’s not running around with his daughters, he can be found following his other passion, bicycling.
