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Biography

Thayer is a Senior Principal in our New York office. She has more than eighteen years of experience in the financial services industry. Thayer is responsible for the client experience, which involves onboarding new client relationships, communicating with managers and custodians, performance measurement, and portfolio trading and rebalancing.

Prior to joining Cerity Partners, Thayer was the Director of Client Services for Algonquin Advisors, where her responsibilities included communicating with clients, managers and custodians, and client report  generation. Before joining Algonquin, she was an educator in Houston, Texas.

Education

  • Graduate of the University of Texas at Austin’s Plan II Honors Program

Highlights

  • Holds a FINRA Series 65 license

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