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.
Client and Corporate Services
Adam Miller is a Senior Associate in the New Jersey office. He is responsible for supporting wealth advisors by handling several sales and support functions, including client onboarding and account maintenance.
Prior to joining Cerity Partners, Adam served as a Client Service Associate at Round Table Wealth Management. He was responsible for assisting with client onboarding, account maintenance and supporting the firm’s client service teams. Before joining Round Table, he worked as a client servicing specialist at a wealth management firm.
In his spare time, Adam enjoys golfing, cooking and watching sports.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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