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Associate
San Francisco
Client Advisory
André is an Associate based in the San Francisco office. She manages client administrative and operational activities for private and institutional clients. Providing support in all client-related activities and account administration, André helps streamline the client experience.
Before joining Cerity Partners, André worked as a Client Associate at B|O|S where she assisted Wealth Managers and Principals by maintaining client accounts, preparing investment portfolio reviews, and processing client asset transfers. Prior to joining B|O|S, she served as a Client Service Specialist at Whelan Financial and served in a similar role at Private Ocean.
Q:
What inspired you to pursue your career in financial management?
I was a recent Master's graduate working at Papa John's (having previously worked in the mall at Bath and Body Works with a Bachelor's), and I was feeling down about having these degrees and still not getting jobs. I decided to go for a receptionist job at a family run financial advisory firm and was encouraged to learn all I could with them. Ultimately, this lead to where I am today!
What does the world need now more than anything?
Understanding and acceptance. We all need to take a step back and see that we aren't that different from one another.
What differentiates Cerity Partners from other firms in our space?
Although we are nationwide, with multiple offices, we still have a personal boutique touch with our clients. It's not lost on us that each person is unique and requires different ways of approaching their finances.
David Aaron
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Victoria Flores-Manrique, CTFA
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Kent Forkner
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Tina Freeman
Richard B. Freeman, CFP®
Shadrack Frempong
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Virginia Frisch
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Alison J. Gamble
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Partner & Director of Private Direct Investments
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Frederick A. Allner, III
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Joseph Matus, CFA
Demi Maya
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Michael McCarville, JD
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Doug McCrea
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Morgan McDowell
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Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
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Douglas Nardi, CFA
Matt Nardi
Tabitha Negron
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Lesa Newell
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Eda Niño
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Joshua Norman, JD
Reed Nothwang, CFP®
Savanna Nunn
Jenna O’Brien
JoAnne O’Connell
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Resmena O’Meally, CPA
Rebecca Occhiline
Melissa Oduaran
Brooklyn Ogburn
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Sarah Gregg Orum
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Carlie Palmer
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Luke Parrish
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Lizzie Perkins
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Bettie Pickett
Kinga Pietrzycki
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Chris Pleshek, CPA
Brady Polk, CFP®, CTFA
Quinn Portfolio, CFP®
Matthew Powell
Jacqueline Price
Mark Priebe, CPFA
Hugh Quinn
Luke Ramey, CFP®
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Elyse Redwine
Ally Reeves, CFP®
Jill Reiter
Thomas Richardson, CPA
Will Richardson
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Kelly Robertson
Rhonda Robinett
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Eduardo Noa Rodriguez
Derek Rogers
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Jeff Rup
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Emma Schall
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Leonard Schlangel, CPA, JD
Theodore D. Schneider, CFA
John Schnur
Steve Schoneman, CFA
Matthew Schonsheck
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Austin Schreck, CFP®
Abby Scott
Matthew Serkes, CFP®
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
LeAnn Shea
Nick Sheeley
Timothy Sheridon
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Lindsey Shimin, ARPS
Samuel Short
Claudia Showers
Bryan Silveira
Gary Silverman, CFA
AJ Simoncelli
Morgan Simpson
Jason Simpson, CFP®
Christina Simpson
Payton Sims
Emily Sims
Marcella Skenderis
Dee Slavutin, ChFC®
T.C. Smith
Lyric Smith
Marie C. Smith, CFP®
Robert C. Smith
Neal Smith
Meghan Smith
Grant L. Smith
Ellie Snyder, CFP®
Mona Soliman
Javier Solis, CFP®
Robert J. Sollazzo, CFA
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
Robert L. Souza, CFA
William Speciale, AEP®, JD
Will Spence, CFA
Judith Spencer
Angel Spillers
Shelby Stahr, CFP®
Marisa Stancroff
John Stanovich, CFP®
Thomas Stasel, CPA
Philip Steele, AIF®
Katie Stenger
Kyler Stephens
Elizabeth W. Stone
Jennifer Stott
Alanson Stumler
Marisela Suarez
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Amy Suri
Joe Surrell
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Dawson Swindler
Gabrielle Swint
Michael Syer, CFP®
Claudia Sykora, CPA
Bryn Taday
Ayisha Tahir, JD
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
Logan Thomas
Eric Thompson, CFP®
Kendra Thornburg
Christian Thwaites
Joe Tichenor, CFP®
Dan Timotic, CFA
Rob Tittle, CFP®, CPWA®
Megan Tivitt, CPA
Philip Tivitt
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Eric Towell, CFP®
William Tricarico
Jim Trujillo, CFP®
Brian Tu
Leslie Tudor
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Mirza Ugarak
Amanda Ulczynski
Andrew Utley, CFA
Tara D. Vagnone, CFP®
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Andrew Verdeyen, CFP®
Peter L. Viehl, CFA
Daniel Vignola
Carol Vowels
Linda Wagner
Mike Waldridge, ChFC®
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Dawn Walters
Eric Warbrick, CPA
Jacob Ward, CFP®, CPA
Jason Waters, CFP®
Matt Watkins, CPWA®
Jennifer Watson, CPA
Laura Watts
Aaron Waxman, CFP®, CPA
Maria Weis
Gail Weiss
Jamie S. Weissman, AIFA®, CPFA
Larry Weissman, CFA
Craig Wells
Colin Wheeler, CFP®
Emily Wilkins
Kim Wilkinson
EmJay Williams
Katherine Willis, CFA
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Zach Woodward, CFP®, AWMA®
Brian S. Woosley, CPA
Charles Wright
Morgan Wyatt
Jon Yankee, CFP®
Amanda E. Yearns
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
AJ Zimmerman
Joe Zurschmiede, CFP®, JD
Jeff Zych
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