Marshall Serwitz
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Marshall Serwitz

Partner
Marshall is a Partner in the Los Altos office and has more than thirty years of wealth management experience. He works closely with affluent individuals and families to create wealth continuity among generations and promote stewardship of the family’s resources. He understands firsthand the challenges of transitioning from illiquid to liquid wealth when a family business is sold.

Marshall joined the firm in January 2020 when Cerity Partners acquired Sullivan & Serwitz, an investment advisory firm he co-founded with Robert Sullivan in 1989.

He earned his Bachelor of Science degree in Finance from New York University.

Marshall has authored a monthly client letter since 1989, as well as articles in numerous publications.

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Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

(248) 205-4280

Chicago

227 W Monroe St
Chicago, IL 60606

(312) 715-3800

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

(216) 464-6266

Denver

4725 S Monaco St
Denver, CO 80237

(303) 753-1053

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

(817) 877-1040

Los Altos

779 Altos Oaks Drive
Los Altos, CA 94024

(650) 949‐2221

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

(310) 456-6343

Louisville

801 Main St
Louisville, CO 80027

(303) 604-0505

New York

335 Madison Ave
New York, NY 10017

(212) 850-4260

New York

220 East 42nd Street
32nd Floor
New York, NY 10017

(212) 476-5555

Orange County

3200 Bristol St
Costa Mesa, CA 92626

(714) 415-4990

Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Altos

779 Altos Oaks Drive
Los Altos, CA 94024

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

New York

220 East 42nd Street
32nd Floor
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626