Back to All People

Client Advisory

Biography

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.

Education

  • B.S. in Accounting from Siena College

Connect with Bernadette

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

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.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.