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
Amy is a Senior Associate in the New York office and a member of the firm’s operations team. She has more than ten years of experience managing trade settlements, accounts reconciliation, reporting and data maintenance.
Prior to joining Cerity Partners, Amy was a report analyst with EMM Wealth, where she was responsible for accounts reconciliation and client reporting. Earlier in her career, she was a consultant with Barclay.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Geoffrey Newman, CPA
Krissi Paczolt, CPA
Andrea Castillo Pena
Jack Riehemann, CFA
Robert Schwagerl, CMT, CFTe
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