Client Advisory

Biography

Abbee is a Senior Associate in the Los Angeles office. With nearly 25 years of experience in financial services, Abbee brings a wealth of knowledge to her role.

Before joining Cerity Partners, she served as the Operations Manager at Osher Van de Voorde Investment Management, where she managed the firm’s day-to-day operations, including compliance, trading, client reporting, and client servicing. Her responsibilities involved extensive interaction and problem-solving for high-net-worth prospects, clients, and centers of influence.

Prior to her tenure at Osher Van de Voorde, Abbee was an Assistant Vice-President and Client Sales and Service Officer at U.S. Trust. Throughout her career, she has been dedicated to providing a high level of service and personal attention to high-net-worth clients.

Outside of her professional life, Abbee is passionate about fine dining, wine, and spending quality time with her family.

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