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.
Principal
Wall Street
Client and Corporate Services
Anne is a Principal in the New York office, where she manages the operations team, Enterprise, which is tasked with executing the plans advisors develop with clients. Given the multitude of tasks the firm handles for clients, the Enterprise team allows advisors to focus on working directly with clients and ensures all clients receive consistent and high-quality implementation of their financial plans. In this fast-paced and high-pressure environment, Anne’s 10+ years of project management experience makes her a stalwart leader.
Prior to joining Cerity Partners, Anne served as the Director of Office Operations at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, she worked at Centron as a Vice President, Account Group Supervisor and Director of Project Management. In addition to day-to-day account management, she was also responsible for setting up processes and systems to ensure work flowed smoothly and was delivered accurately, on time, and on budget.
Associate
Senior Associate
Principal & Head of Digital Marketing
Partner
Principal & Director of Human Resources
Senior Principal
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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