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Biography

Helen is a Senior Principal in the New York office providing comprehensive financial planning to corporate executives and individuals through our Executive Financial Counseling practice.

Prior to joining Cerity Partners, Helen served as Vice President of Wealth Planning Services at Northern Trust working directly with individuals and families building wealth legacies. Helen has also worked at Wells Fargo as a Financial Planning Associate and was a Staff Attorney at the Ayco Company, a Goldman Sachs Company.

Learn more about my practice.

Education

  • B.A. from Vassar College
  • J.D. from Suffolk University

Highlights

  • Bar member of New Jersey and Massachusetts

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.