Cerity Partners Welcomes Marco Moreno García as Partner

The addition of Moreno García enhances the firm’s ability to serve U.S. clients with strong ties to Mexico. 

NEW YORK, NY (March 6, 2025) — Cerity Partners, a leading independent wealth management firm in the U.S., is pleased to welcome Marco Moreno García as a Partner. Moreno García’s extensive experience in wealth management and financial advisory services enhances our firm’s ability to service our clients. 

Marco Moreno García comes from Baja Wealth Advisors LLC (“BWA”), a former subsidiary of Cerity Partners which he previously co-owned and co-managed alongside Cerity Partners, that serviced Latin American clients residing in the U.S. With more than 10 years in the financial services industry, he brings a wealth of experience across credit, currency and capital markets, and a deep knowledge of the Latin American landscape. 

“In an industry that continues seeing incredible demand for independent and custom-built capabilities, Cerity Partners’ robust offering is truly unmatched,” said Marco Moreno García. “The firm’s impressive growth has been a testament to its commitment to expanding capabilities that cater to the needs of its diverse client base. I’m eager to continue delivering exceptional services to U.S.-based individuals, families and businesses with roots in Latin America.” 

Moreno García is based out of Cerity Partners’ headquarters in New York. He holds a bachelor’s in business administration from Baruch College CUNY, and completed the Private Wealth Management Executive Program at Chicago Booth.  

About Cerity Partners 

Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. 

Media Contact: 

Prosek Partners 

[email protected]