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Partner & Chief of Staff
Alyson is the Chief of Staff of Cerity Partners and a Partner based in our New York City office. She is a member of the firm’s Executive Committee. As the Chief of Staff, she is responsible for priority initiatives across firm management, including but not limited to strategic opportunities and partnerships, business management and communications.
Prior to joining Cerity Partners, Alyson was Head of Business Management for Chase Wealth Management, the retail wealth management business of JPMorgan with 4,000 advisors across the nation. In this role, she was responsible for strategy through execution to assist the organization with organic growth. She was the recipient of the CFO Excellence Award voted by senior management and provided to an individual who best exemplifies the CFO mindset across four key traits, ability to drive financial discipline and performance, run the business, act as a trusted partner, and serve to mitigate risk. Prior to her tenure at JPMorgan, Alyson was a strategy consultant at EY advising C-Level management of financial services and insurance companies on their most difficult challenges including mergers.
Alyson began her career at Morgan Stanley where she leveraged the firm’s IT investment to generate business focusing on private placement opportunities and M&A.
Partner & Chief People Officer
Tom Cohn, CFA
Partner & Chief Solutions Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner & Chief Experience Officer
Partner, President & CEO
Partner & Chief Marketing Officer
Partner & Head of Partner Development
Partner & Chief Investment Officer
Joe Reeves, CFP®
Partner & Market Leader
Partner & General Counsel
Larry Sussman, CFA
Partner & Head of Corporate Finance
Partner & Chief Client Officer
Partner & Chief Training and Quality Officer
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