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Biography

Abbee is a Senior Associate in the Los Angeles office. With nearly 25 years of experience in financial services, Abbee brings a wealth of knowledge to her role.

Before joining Cerity Partners, she served as the Operations Manager at Osher Van de Voorde Investment Management, where she managed the firm’s day-to-day operations, including compliance, trading, client reporting, and client servicing. Her responsibilities involved extensive interaction and problem-solving for high-net-worth prospects, clients, and centers of influence.

Prior to her tenure at Osher Van de Voorde, Abbee was an Assistant Vice-President and Client Sales and Service Officer at U.S. Trust. Throughout her career, she has been dedicated to providing a high level of service and personal attention to high-net-worth clients.

Outside of her professional life, Abbee is passionate about fine dining, wine, and spending quality time with her family.

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By submitting the form, 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.