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Biography

Carli is an Associate in the New York office, where she supports Jennette Brilliant and her team by providing analytical support and monitoring all client accounts to assist their financial planning needs. Her organizational and interpersonal skills allow her team to execute all client-related responsibilities promptly and orderly.

Prior to joining Cerity Partners, Carli served as a Junior Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, she worked as an Account Executive/Business Development Associate at Express Trade Capital, where she assisted in spearheading the food and beverage lending department.

Education

  • B.S. in Business Economics from State University of New York at Oneonta

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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.