Carly Barton , CEPA®, JD

Carly is a Partner and Head of Client Strategy where she oversees strategy and initiatives to drive disciplined organic growth across the firm.

Carly brings more than 20 years of experience advising high-net-worth individuals and families while driving strategic business growth across private banking, wealth management, and professional services. She is a trusted advisor to executives and entrepreneurs, with deep experience in developing sophisticated investment, tax, estate, and succession planning strategies tailored to complex financial circumstances. In parallel, Carly has established a strong track record as a growth leader, designing and implementing disciplined, scalable business development frameworks that deliver consistent, measurable results while upholding the highest standards of client service.

Prior to joining Cerity Partners, Carly held senior positions at PNC Financial Services and BNY Mellon, where she was responsible for leading client strategy, advisor development, and organic growth initiatives. Earlier in her career, she practiced law, providing her with a strong legal foundation that continues to inform her work advising clients on complex financial, estate, and business planning matters.

Carly is passionate about supporting causes that provide resources to women and children in need both locally and nationally. She lives in a suburb of Pittsburgh with her husband, three sons and two collies. Outside of work, Carly enjoys reading, all things art, staying active, traveling, and spending time with her family.