Individuals and Families Don’t Let Tax Penalties Catch You by Surprise April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…
Individuals and Families Financial Planning for DINK (Dual Income, No Kids) Households April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…
Christopher Burrows Partner Chris is a Partner in the New York office with more than fifteen years of experience creating customized investment portfolios for wealthy individuals, multigenerational families, and business owners. He is a member of the firm’s Investment Committee.
Tom Cohn, CFA Partner & Chief Solutions Officer Tom Cohn is the Chief Solutions Officer and a Partner based in the New York office. With over twelve years of experience in investment management, Tom oversees all Central Services at the firm, including investments, tax services, estate and trust services, risk management, and held away assets. He leads the investment strategy and research teams, with a particular focus on private markets, and serves as a member of the firm’s Leadership Team.
John Hyman, CIMA® Partner & Head of Investment Management John is a Partner in our New York office and serves as the firm’s Head of Investment Management. He is a member of the firm’s Leadership Team. He is also member of the Investment Office Leadership Team and guides all new colleagues who join the firm and manage client portfolios, through a full integration into Cerity Partners Investment practices.
James Lebenthal, CFA Partner & Chief Market Strategist Jim is the firm’s Chief Market Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios and is a regular contributor on CNBC.
Salvatore Russo Partner Salvatore is a Partner in the New York office. He has more than twenty-five years of experience providing investment research, advisory, and wealth management services to both high-net-worth individuals and institutions. Salvatore is a member of the firm’s Investment Committee.
Steve Williams Partner & Chief Client Officer Steve is a Partner based in our Costa Mesa office. As Chief Client Officer, he is responsible for growing the firm’s partnerships and client relationships. Steve also advises individuals and their families, companies and their executives, and nonprofit organizations. He is a member of the firm’s Leadership Team.
Chase Norcini, CFA Principal Chase is a Principal in the Louisville office. He is responsible for trading and implementation of client accounts. Chase also researches current and prospective investment strategies and services advisor requests.
Individuals and Families Don’t Let Tax Penalties Catch You by Surprise April 6, 2026 - Whether you file your return by April 15 or choose to extend it, one thing does not change: Your tax liability is still due on…
Economic and Market Outlooks First Quarter 2026 Review and Second Quarter 2026 Economic and Market Outlook April 6, 2026 - The Iran conflict has upended a relatively stable start to 2026, triggering energy-driven inflation, financial market volatility, and a more cautious stance from central banks.…
Individuals and Families Financial Planning for DINK (Dual Income, No Kids) Households April 21, 2026 - Without the high costs of raising children, DINK couples have more disposable income to spend on discretionary items, travel, and hobbies. As a result, financial planning must reflect their needs and,…