Client Advisory


Bethany is an Associate in the New York office. She works on the team that services Justyn Volesko and Andrew Cooper’s clients, helping with day-to-day client activity.

Prior to joining Cerity Partners, Bethany served as an Administrative Support Associate at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, she worked at Charles Schwab assisting with the day-to-day financial transactions for clients.


  • B.S. in Finance from Florida Gulf Coast University

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