Client Advisory

Biography

Grace is an associate in the New York City office. She works closely with advisors as a member of the firm’s Wealth Advisory Group providing comprehensive financial planning to high-net worth individuals, families, and non-profit organizations.

Prior to joining Cerity Partners, Grace worked for Western Financial Corporation in San Diego, California. Her primary role was providing retirement and cash flow planning to families and individuals.

Education

  • B.A. in Economics from Kenyon College

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