Client Advisory


Caren is an Associate in the Pennsylvania office.

Prior to joining Cerity Partners, Caren served as Investment Operations Associate at Permit Capital Advisors, LLC working in their private funds group and was responsible for various operational aspects in this area including investor onboarding, third-party vendor coordination, and investor relations. Previously, she spent fourteen years at Morgan Stanley in multiple positions. Caren served as Investor Service Specialist where she implemented and managed the operational processes and daily activities for a large private fund. Prior to this role she served as a Documentation Specialist for the private equity and hedge fund of funds group.


  • B.A. in Fine Arts from Lycoming College

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