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.
Alex is a Senior Associate in the New York office. She is responsible for assisting wealth advisors in providing holistic financial advice to high and ultra-high-net worth individuals and families.
Prior to joining Cerity Partners, Alex served as a Vice President at a large national wealth management firm (formerly “KLS Advisors”). She initially joined the firm as an Associate, where she assisted in day-to-day client requests and supporting wealth advisors.
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