Client Advisory

Biography

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.

Education

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

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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.