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Bernadette is Principal in the New York office, where she manages all client-related tax functions. Her work on income tax projections and tax returns and her coordination with a variety of accountants, team members, and clients enables the client teams to concentrate on other planning work for their clients.
Prior to joining Cerity Partners, Bernadette served as a Tax Manager at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, Bernadette was a Senior Tax Accountant in the Personal Wealth group at EisnerAmper, an accounting firm serving high-net-worth clients. In addition, Bernadette worked at Anchin, Block & Anchin handling the compliance needs for trusts, partnerships, corporations, and private foundations.
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