Client Advisory


Carl is an Associate in the Virginia office and is a member of the firm’s Wealth Management practice. He assists advisors with equity research, portfolio rebalancing and trading, and client meeting preparation.

Prior to joining Cerity Partners, Carl served as an Analyst at Palladium Partners LLC. He has previous investment experience through internships with Envest Capital Partners and Edgewater Asset Management.


  • BBA in Finance from the Terry College of Business at the University of Georgia

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