Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
The collective experience and knowledge of more than 400 colleagues in 20 offices across every wealth management discipline position Cerity Partners to deliver on our commitment to positively impact the financial lives of our clients.
Looking to join an awesome team? We’re hiring.
David Aaron
Partner & Market Leader
Louis P. Abel, CFA, CAIA
Partner
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Andrew Adams
Senior Associate
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
Associate
Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
Helen Anderson
Principal
Sean Angelis, CFP®
Karen Angrisano
Lynne Anicete
Gary Arakawa, CFA, CFP®
Christopher Arotin, AIF®, CFP®
Nikolai Arutiunov
Cheryl Athas
Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Aleem Baksh
Julie Banda
Amy Banker, AIF®
Chelle Barberena
Carrie Barlow
Michaela Barnum
Tony Basalla
John Basford
David Beatty, CFP®
Laurie Belew, CFP®
Abigail Bell
Carol Benz
Partner & Chief People Officer
Joshua Berdet, CFP®
Ryan Berger
Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
Debra Boerger, CFP®
Alicia Boggio-Hair
Doug Bonaquist
Marie Del Bove
Jen Bowen
John Bowlin
Abrielle Bradley
Gillian Brand
Hugues Le Bras
Manny Bratta
Amanda Brummel
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Craig Burger, CFA
Gerard Burke
Christopher Burrows
Jeff Bushman
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Diana Cantor
Dawn M. Carpenter
Vonny Carrington
Andrea Casas
Mark Castell, CPA
Lynda Castellano
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Yanming Chen
Cecilia Chen, CFA
Paul Chmielewski
Whitney Clark
Jake Clemens, CFA, CFP®
Miryam Cohen
Tom Cohn, CFA
Partner & Deputy Chief Investment Officer
John Cook
Principal & Director of Human Resources
JD Costello
Meghan Cottrell
Ralph Coutant, CFA, CMT
Nataliya Crouse
Kimberly Crowley
Brendan Cunningham
William T. Curran, CIMA®
Chris Curtis
Partner & Chief Financial Officer
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Elizabeth Dawson, CFA, CFP®
Brett Dearing
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Joseph DiGregorio
Michael Disharoon, CFA
Cheryl Donaldson
Kevin Dorwin
Katrin Doyle
Mimi Drake
Sarah Dudack
Justin DuMouchelle, CFA, CFP®
Pierre duPont
Kimberly Duran
Rebecca Dutka, CFA
Jennifer Ellison, CFA
Megan Endersby
Liza EsselSagoe
Ini Etuk
Stuart Evans
Principal & Chief Compliance Officer
Cecilia Fajardo
Jessica Farrell
Kimberly Fields
Kellye Fields
Scott Finn
Patrick Fischbach
Andrew Fisher, CFA, CPA
Victoria Flores-Manrique, CTFA
Jessica Foley
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Shadrack Frempong
Virginia Frisch
Sam Garcia, CFP®
Doug Garrison, CFP®
Mitch Gelkopf
Nick Gerber
Stephanie Gervacio
Thomas Giddings
Garrett Gillett
David Gimpel
Jeffrey Glassman
Richard Golinski, CFA
Caroline Good
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Dajion Grant
Shelia Gray
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
Theresa Guinto
Erika Gunbeyi
Brad Gutzler
Hunter Haley, CFP®, CPA
Michael Harano
Jill Hardesty
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
Rachel Highbarger
Rebecca Hilchey
Kevin Hilden
Partner & Chief Operating Officer
Ann Marie Hindley
Masha Hodi
Partner & Chief Experience Officer
Caren Holzhauer
Reggie Hopton
William Horner
George Hubbard
Connor Hufer
Michèle Hurley
John Hyman, CIMA®
James Izard II, CFP®
Jack H. Scaff III
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Teppo Jaakkola
Arlene James
Stephen Janachowski
William Jasien
Alex Jimenez
Linda Jin
Kathryn Jodon
Will Johnson
Blake Johnson, CFP®
Anne Johnston, CFP®
Nicole Joko
André De Jong, FPQP
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Robert Katz, CFP®
Carl Kaufman
Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Hannah Kim
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Jeffrey Knight
Jessica Kobaly
Allen Kozel, CFP®
Kati Krause
Zoe Kreca, CFP®
Eric Kuehl
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Rebecca LaPlant
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
Jillian Laughlin
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Brian Lee
John Lee, CFP®
Cameron Lehrmann, CPA
Ryan P. Leitch
Thomas Leppert
Edward Liberman
Amy Lin
Andy Lin
Winky Liu
Dwight Liu
Ben Lomazow
Richard Long, CFA
Stefan Ludlow
Principal & Director of Technology
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Steve Malbasa
Julia Malin
Jacqualyn Malloy
Jessica Marshall
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Jacqueline Martin
Joseph Matus, CFA
Ray McCarthy, CPA
Doug McCrea
Matt McGinn
Paul McGloin
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Jessica Mendoza
Patricia Mercer
Donna Metrou
Cooper Miller
Eric Minnick
Kurt Miscinski
Partner, President & CEO
Ana Mojica
Janie Monroe, CFP®
Christine Monyak
Sean Moore
Panzie Morris
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
Lindsey Nadel
Douglas Nardi, CFA
Matt Nardi
Alan Ness, CFP®, AIF®
Lesa Newell
Shelley Newham
Geoffrey Newman, CPA
David Newson
Partner & Chief Marketing Officer
Steve Nielander, CFA
Eda Niño
Reed Nothwang, CFP®
JoAnne O’Connell
Emily O’Connor
Claire O’Keefe
Partner & Head of Partner Development
Resmena O’Meally, CPA
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Javier Ordaz
Sarah Gregg Orum
Sebastian Ottaplakal
Ben Pace
Partner & Chief Investment Officer
Krissi Paczolt, CPA
Jeffrey Paladini, CFP®
Aydan Panahova
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Nicholas Pasichuke
Cristina Paul, CFP®
Yelena Pelimskaya, CFA
Andrea Castillo Pena
Blake Perkins
Brittany Peyser
Walker Phillips, CFP®, CIMA®
Bettie Pickett
Peg Pike
Nina Pilgrim
Chris Pleshek, CPA
Kate Polyte
Derrick Poon
Quinn Portfolio, CFP®
Kristen Potter
Matthew Powell
Jacqueline Price
Hugh Quinn
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Nancy Renshaw
Thomas Richardson, CPA
Jack Riehemann, CFA
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Rhonda Robinett
Tristan Romo
Melanie Ross, CFP®
Sawyer Rothmann
Spencer Roule
Meg Rowley
Veronica Rubio, CFP®
Salvatore Russo
Devon Ruttenberg
Jeanette Ruvalcaba
Kamil Said
Alex Saikali
Sarah Saites
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Minnie Yao Sanford, CFP®
Sarah Santoro
Nicole Scaffidi
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
John Schnur
Steve Schoneman, CFA
Robert Schwagerl, CMT, CFTe
Rob Seco
Partner & General Counsel
Matthew Serkes, CFP®
Madeline Serpico
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
Kirsten Shaw
LeAnn Shea
Charmaine Sherlock
Bob Shier, JD
William Shier
Samuel Short
Gary Silverman, CFA
Michelle Simek
Marcella Skenderis
Carley Skidmore
Dee Slavutin, ChFC®
Jill Smart
Robert C. Smith
Neal Smith
Meghan Smith
Javier Solis, CFP®
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
William Speciale, AEP®, JD
Judith Spencer
Shelby Stahr, CFP®
Ari Stanger, CPA
Matt Stazzone
Philip Steele, AIF®
Caraline Stenslik
Kyler Stephens
Jennifer Stott
Martin Sullivan
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Larry Sussman, CFA
Partner & Head of Corporate Finance
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Pam Swenson
Michael Syer, CFP®
Claudia Sykora, CPA
Ayisha Tahir
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matt Tassell
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Andres Terronez
Madeleine Thomas
Alexa Thorson
Christian Thwaites
Dan Timotic, CFA
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Zack Trygstad
Brian Tu
Carmen Tu
Brandon Tutak
Tinetta Tutt
Amanda Ulczynski
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Daniel Vignola
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Eric Warbrick, CPA
Jennifer Watson, CPA
Aaron Waxman, CFP®, CPA
Aubrey Weber
Valerie Weinfeld
Gail Weiss
Larry Weissman, CFA
Craig Wells
Kim Wilkinson
Ashley Williams
Steve Williams
Partner & Chief Client Officer
EmJay Williams
Katherine Willis, CFA
Marissa Wilson
Heidi Wilson
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Jon Yankee, CFP®
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Jeff Zych
