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.


  • Bachelor’s degree in Psychology from State University of New York at Stony Brook

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