Our New York Offices

Centrally located in the heart of Midtown Manhattan, our colleagues share a steadfast commitment to providing objective advice and comprehensive financial management.

They utilize advanced planning techniques and investment strategies to help high-net-worth families, businesses, and nonprofit organizations mitigate risk, achieve better outcomes, and ease their administrative responsibilities.

We have vast experience and expertise in transition planning, estate planning, tax planning and preparation, nonprofit financial management, executive financial counseling, and much more.

Not from New York? Our advisors are not bound by geography. They work with clients across the country.

Park Avenue Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Park Avenue office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Wall Street Office

We're comprised of:

  • Financial planners
  • Tax advisors
  • Investment specialists
  • Retirement plan consultants
Our Wall Street office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue.

Meet Our New York Colleagues

Partner & Market Leader

Partner & Practice Leader

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Partner & Chief Solutions Officer

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Partner & Chief Operating Officer

Partner & Chief Revenue Officer

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Partner & Director of Private Direct Investments

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Partner & Director of Investment Management

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Partner & Chief Equity Strategist

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Partner & Chief Talent Officer

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Partner & Chief Technology Officer

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Partner & Chief Investment Officer

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Partner & Chief Marketing Officer

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Partner & General Counsel

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Partner & Head of Corporate Finance

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Partner & Head of Strategic Partnerships

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Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

Photo of James Izard II

James Izard II

Partner

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.

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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.