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
Timothy Abbott
Associate
Louis P. Abel, CFA, CAIA
Partner
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Andrew Adams
Senior Associate
Aimee M. Adler, CFP®
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
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®
Neetha Azeez
Shelby Babcock
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Aleem Baksh
Mary Grace Balrup
Julie Banda
Amy Banker, AIF®
Chelle Barberena
Justin Barish
Principal & Head of Digital Marketing
Carrie Barlow
Michaela Barnum
Tony Basalla
John Basford
David Beatty, CFP®
Frederic Behrens, CFP®
Laurie Belew, CFP®
Abigail Bell
Carol Benz
Partner & Chief People Officer
Joshua Berdet, CFP®
Ryan Berger
Jonathan Berrios
Yasmin Bichara-Jakovljevic
John F. Blair, CFP®
Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
Tim Bodmer
Alicia Boggio-Hair
Doug Bonaquist
Marie Del Bove
Jen Bowen
John Bowlin
Abrielle Bradley
Gillian Brand
Hugues Le Bras
Manny Bratta
Florence Bray
Amanda Brummel, JD
Katie Buchanan
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Craig Burger, CFA
Gerard Burke
Matthew Burns
Christopher Burrows
Jeff Bushman
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Diana Cantor
Jeffrey L. Caples, CFA
Jessica Carbajal
Scott Carlson
Dawn M. Carpenter
Vonny Carrington
Andrea Casas
Brian Casey
Mark Castell, CPA
Lynda Castellano
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Yanming Chen
Cecilia Chen, CFA
Paul Chmielewski
Hannah Reimer Christopher, CFP®
Andrew T. Chudy
Whitney Clark
Jake Clemens, CFA, CFP®
Miryam Cohen
Tom Cohn, CFA
Partner & Chief Solutions Officer
Justin Coletto
Ciara C. Colón
Marie Conner
John Cook
Principal & Director of Human Resources
David P. Corcoran
JD Costello
Meghan Cottrell
Ralph Coutant, CFA, CMT
Jodi Credit
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
Robert Davis, CAIA, CFA
Elizabeth Dawson, CFA, CFP®
Fiona Dean
Brett Dearing
Thomas Decker, CFP®
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Lenèe Dirzuweit, IACCP®
Michael Disharoon, CFA
Cheryl Donaldson
Kevin Dorwin
Katrin Doyle
Mimi Drake
Sarah Dudack
Justin DuMouchelle, CFA, CFP®
Pierre duPont
Kimberly Duran
Rebecca Dutka, CFA
Alexander Dyumin
Jessica Eisenberg
Jennifer Ellison, CFA
Megan Endersby
Michael Erskine, CFA
Liza EsselSagoe
Ini Etuk
Ryan Eversole, CFP®
Alex L. Faber, CFA, CFP®
Adrian R. Fadrhonc
Cecilia Fajardo
Jessica Farrell
Kimberly Fields
Kellye Fields
Scott Finn
Patrick Fischbach
Michael B. Fischer, CFP®
Andrew Fisher, CFA, CPA
Stacy L. Fisher
Steve Florance, CFA
Victoria Flores-Manrique, CTFA
Jessica Foley
Mariella Foley, CFP®, ADPA®, CDFA®
Justine Fonseca, CFP®
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Richard B. Freeman, CFP®
Shadrack Frempong
Virginia Frisch
Alison J. Gamble
Sam Garcia, CFP®
John Garris
Doug Garrison, CFP®
James P. Gauthier, CFA
Mitch Gelkopf
Nick Gerber
Stephanie Gervacio
Zeina Ghaly
Justin M. Giacona, CPA
Steven J. Giacona, CPA
Thomas Giddings
David Gifford
Garrett Gillett
David Gimpel
Jeffrey Glassman
Richard Golinski, CFA
Caroline Good
Bridget Goodbody, CFP®
Lauren G. Gooding, CTFA
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Dajion Grant
Shelia Gray
LeShanna Green
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
Ashley J. Guerra
JG Guidera
Theresa Guinto
Erika Gunbeyi
Brad Gutzler
Colby Hackerman, CFA, CPA
Hunter Haley, CFP®, CPA
Shane Hall, CFP®, CAIA
Michael Harano
Jill Hardesty
Khalil Harris
Kayleigh Harris
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Gregory G. Heard
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
Rebecca Hilchey
Kevin Hilden
Partner & Chief Operating Officer
Adam Hills
Partner & Chief Revenue Officer
Ann Marie Hindley
Masha Hodi
Partner & Chief Experience Officer
Caren Holzhauer
Reggie Hopton
William Horner
Lyman Howard, CFA, CFP®
George Hubbard
Partner & Director of Private Direct Investments
Connor Hufer
Michèle Hurley
Bruce A. Hyde, CPA
John Hyman, CIMA®
Partner & Director of Investment Management
James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Samuel R. Segundo III
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Teppo Jaakkola
Arlene James
Chris Jameson, CRPC®
William Jasien
Alex Jimenez
Kathryn Jodon
Will Johnson
Peter A. Johnson
Blake Johnson, CFP®
Anne Johnston, CFP®
Nicole Joko
Thomas (TJ) F. Jones
Thomas S. Jones
André De Jong, FPQP
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
Carl Kaufman
Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Hannah Kim
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Stephen Klingler, CFP®
Jeffrey Knight
Jessica Kobaly
Allen Kozel, CFP®
Kati Krause
Zoe Kreca, CFP®
Eric Kuehl
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Kyle Kursim, CFP®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Rebecca LaPlant
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
Dawn M. Lasek
Jillian Laughlin
Tap N. Le
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Brian Lee
Danni Lee, PHR®
Cameron Lehrmann, CPA
Thomas Leppert
Yola Lerch
Edward Liberman
Amy Lin
Andy Lin
Austin Little, CFP®
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®
Andy Machenheimer
Jory Makin
Steve Malbasa
Julia Malin
Jacqualyn Malloy
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Jacqueline Martin
Joseph Matus, CFA
Demi Maya
Ray McCarthy, CPA
Doug McClean, CISM®
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
Adam Miller
Eric Minnick
Kurt Miscinski
Partner, President & CEO
Kristen Mitchel
Olive W. Mitchell, CFP®
Greg Mitseas
Ana Mojica
Christine Monyak
Sean Moore
Darin A. Morgan, CFA, CFP®
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
Geoffrey Newman
David Newson
Partner & Chief Marketing Officer
Steve Nielander, CFA
Eda Niño
Reed Nothwang, CFP®
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Claire O’Keefe
Partner & Head of Partner Development
Resmena O’Meally, CPA
Rebecca Occhiline
Melissa Oduaran
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®
Carlie Palmer
Marcia Paltenstein, CFP®
Aydan Panahova
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Nicholas Pasichuke
Cristina Paul, CFP®
Yelena Pelimskaya, CFA
Andrea Castillo Pena
Natalie Perez
Blake Perkins
Jeffrey J. Peters
Nicholas N. Petrelli, CFP®
Brittany Peyser
Katie Pfeifer, CFP®
Carman Phillips
Walker Phillips, CFP®, CIMA®
Scott R. Phillips
Bettie Pickett
Kinga Pietrzycki
Peg Pike
Nina Pilgrim
Simona Platukyte
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
Joe Reeves, CFP®
Nancy Renshaw
Thomas Richardson, CPA
Andrew N. Riehl, CFA
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Rhonda Robinett
Ryan Rodriguez
Marianne S. Rodriguez, CFP®
Tristan Romo
Anthony Rosetti, CFA, CFP®
Melanie Ross, CFP®
Sawyer Rothmann
Spencer Roule
Meg Rowley
Veronica Rubio, CFP®
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Jeanette Ruvalcaba
Sherrell Sabree
Nicole Sager
Kamil Said
Alex Saikali
Sarah Saites
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Minnie Yao Sanford, CFP®
Sarah Santoro
Steven P. Saunders, CAIA, CFA
Nicole Scaffidi
Becky Scaletta
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
Theodore D. Schneider, CFA
John Schnur
Steve Schoneman, CFA
Aram Schotts, CFP®, CRPS®
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Rob Seco
Partner & General Counsel
Matthew Serkes, CFP®
Madeline Serpico
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
Kirsten Shaw
LeAnn Shea
Timothy Sheridon
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Samuel Short
Gary Silverman, CFA
Michelle Simek
Adam Simoncelli
Emily Sims
Marcella Skenderis
Carley Skidmore
Dee Slavutin, ChFC®
Jill Smart
Lyric Smith
Marie C. Smith, CFP®
Robert C. Smith
Neal Smith
Meghan Smith
Javier Solis, CFP®
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
Robert L. Souza, CFA
William Speciale, AEP®, JD
Judith Spencer
Shelby Stahr, CFP®
Marisa Stancroff
Kelley Stanford
Ari Stanger, CPA
John Stanovich, CFP®
Matt Stazzone
Philip Steele, AIF®
Caraline Stenslik, CFP®
Kyler Stephens
Elizabeth W. Stone
Jennifer Stott
Marisela Suarez
Martin Sullivan
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Amy Suri
Larry Sussman, CFA
Partner & Head of Corporate Finance
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Michael Syer, CFP®
Claudia Sykora, CPA
Ayisha Tahir, JD
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matt Tassell
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
Madeleine Thomas
Eric Thompson, CFP®
Alexa Thorson
Christian Thwaites
Dan Timotic, CFA
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Eric Towell, CFP®
William Tricarico
Zack Trygstad
Brian Tu
Carmen Tu
Alyson Tucci
Partner & Chief of Staff
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Byron Udell, JD, CFP®, ChFC®, CLU®
Partner & Head of Risk Management
Amanda Ulczynski
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Andrew Verdeyen, CFP®
Peter L. Viehl, CFA
Daniel Vignola
Linda Wagner
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Eric Warbrick, CPA
Jason Waters, CFP®
Jennifer Watson, CPA
Aaron Waxman, CFP®, CPA
Aubrey Weber
Valerie Weinfeld
Gail Weiss
Larry Weissman, CFA
Craig Wells
Lisa West
Kim Wilkinson
Ashley Williams
Steve Williams
Partner & Chief Client Officer
EmJay Williams
Katherine Willis, CFA
Marissa Wilson
Heidi Wilson
Matt Wojtowicz, CPA
Susan Wolf
Andrew Wolfgang
Partner & Chief Training and Quality Officer
Tracey Wood-Sanford, CPA
Zach Woodward, CFP®, AWMA®
Charles Wright
Jon Yankee, CFP®
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
Jeff Zych
