Family Office Client Services Manager
Kerbey helps clients achieve their objectives, no matter the complexity. As a Family Office Client Service Manager, she excels at assisting families with budgeting, financial reporting, trust statement preparation, and cashflow management. Kerbey is also central to the team’s philanthropic endeavors. She works closely with client families to develop strategies for significant civic and philanthropic investments.
A “lifer” from Houston’s Kinkaid School, Kerbey earned her business degree cum laude from the Neeley School of Business at Texas Christian University. Maintaining the spirit of social responsibility instilled in her from a young age, Kerbey devoted a significant portion of her college years to volunteering with organizations addressing issues as varied as education, hunger, and cancer prevention. More recently, Kerbey has volunteered for the Cystic Fibrosis Foundation, Children at Risk, MD Anderson Children’s Cancer Hospital, St. Jude’s Children Hospital, and The Mission of Yahweh. She is also an alumna of the Next Gen Donor Institute of the Greater Houston Community Foundation.
Kerbey began her career in corporate sales, generating record levels of business from and cultivating strong relationships with sophisticated clients including Texas Medical Center, Bracewell LLP, Andrews Kurth Kenyon LLP, Latham & Watkins LLP, Porter Hedges LLP, and Baker Botts LLP. She also spent several years in the wealth management industry at Salient before becoming a founding member of the Tectonic Advisors Family Office division. At Tectonic, Kerbey’s passions for client and community service unite, allowing her to give back by helping clients bring their families’ philanthropic goals to fruition.