Biography
Jerrit Anderson performs FP&A in Portfolio Operations at Kingswood Capital Management and is responsible for financial planning, performance improvement, and operational analysis across the firm’s portfolio companies. He works closely with the firm’s investment team and portfolio company management teams to drive strategic initiatives, enhance financial visibility, and support value creation efforts.
Prior to joining Kingswood, Jerrit was a consultant at Palm Tree, a boutique M&A advisor, advising companies on financial planning and analysis, post-close integrations and performance improvement, and buy-side due diligence. Prior to Palm Tree, he began his career in PwC’s private company assurance practice. Jerrit holds a dual Bachelor of Science in Finance and Accounting from Northeastern University and maintains an active CPA license.