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Biography

Aimee M. Adler is an Associate in the New York office. Aimee is responsible for assisting with the daily needs of clients and supporting wealth advisors in providing financial advice to high-net-worth clients.

Prior to joining Cerity Partners, Aimee was an Associate, Wealth Analyst at Round Table Wealth Management, where she supported the wealth advisory team on a wide range of financial planning tasks. Before joining Round Table, she worked as a Client Services and Operations Associate at another registered investment advisory firm.

In her spare time, Aimee enjoys trying new exercise classes and giving back to the community.

Education

  • B.S.M in Finance and Management from Tulane University

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Active volunteer with Camp Dream Street, Mississippi, a weeklong sleepaway camp for children with physical disabilities

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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.