Client Advisory

Biography

Amanda is a Partner in the New York office and provides comprehensive financial planning to high-net-worth individuals and their families.  She takes a holistic approach in advising clients on all financial matters including investments, asset allocation, income, estate and gift tax planning, retirement planning, charitable gifting and life and disability insurance.

Prior to joining Cerity Partners, Amanda served as a Senior Managing Director and member of the investment committee of a national wealth management firm which represented attorneys and other professionals in all aspects of managing their wealth (formerly KLS Professional Advisors). She began her career in the tax department of Berdon LLP, a New York-based accounting firm, where she advised clients on income, gift and estate taxation and planning.

Education

  • B.A. from St. John’s University
  • J.D. from the St. John’s University School of Law
  • LL.M. in Taxation from NYU School of Law

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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.