Client Advisory

Biography

Ray is a Principal in the Cleveland office. He has over ten years of experience serving ultra-high-net-worth individuals and families with tax and planning advice.

Prior to joining Cerity Partners, Ray was a Consultant in the Private Client Advisors group of Deloitte Tax LLP in Cleveland, Ohio. In this role, he delivered comprehensive tax, estate, and financial planning services to executives, closely held business owners, and professional athletes.

Education

  • B.B.A. and M.S. in Accountancy from the Mendoza College of Business at the University of Notre Dame (magna cum laude)

Highlights

  • Certified Public Accountant
  • Member of The Ohio Society of CPAs
  • Serves as Treasurer of the Notre Dame Club of Cleveland

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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.