Prior to Cerity Partners, Randy was a Senior Vice President with EMM Wealth. Her expertise includes estate and income tax planning, pre-deal planning, multigenerational issues, impact investing, and philanthropy. Previously, she worked at Evercore Wealth Management as a wealth advisor, and at Federal Street Advisors, where she managed the firm’s family office services. Randy also spent seven years at LongVue Advisors, a multi-family office that she co-founded, and six years with Fleet Bank and its predecessor, BankBoston. She was the founder and managing director of the Wealth Strategies Group in Fleet Bank’s Private Client Group.
Before becoming a wealth adviser in 1998, Randy held various investment banking and tax structuring positions at J.P. Morgan and practiced corporate tax law at Paul, Weiss, Rifkind, Wharton & Garrison. She has been a featured speaker over the years on numerous topics, including behavioral finance and philanthropy, the integration of business and personal issues, and estate planning strategies.
Randy received her Bachelor’s degree from Middlebury College and her Juris Doctor degree from the University of Chicago.