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Biography

Helen is a 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.

Education

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

Highlights

  • Bar member of New Jersey and Massachusetts

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Learn about Privacy Policy

By clicking “Submit”, 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.