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
Andrea is an Associate and a member of the firm’s Client and Corporate Services team. She is responsible for preparing account opening applications, processing money movements, and account maintenance requests.
Prior to joining Cerity Partners, Andrea was an Operations Associate at Daintree Advisors. Her responsibilities included supporting Daintree’s staff with client onboarding and money movement processes. Prior to joining Daintree, Andrea was an Accounting and Reporting Senior Specialist in the Hedge Fund and Private Equity department at the Bank of New York Mellon.
Andrea grew up in Guatemala. She is fluent in English and Spanish. Andrea enjoys practicing yoga, weight training, hiking, knitting, reading, snowboarding, and cooking. She was Delta Mu Delta while studying at Salem State University.
She is currently pursuing a graduate certificate in Topics in Human Behavior and a Masters in Liberal Arts with a concentration in Behavioral Psychology at Harvard University.
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
Jack Riehemann, CFA
Robert Schwagerl, CMT, CFTe
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.