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Senior Associate
Boston
Client and Corporate Services
Carmen is a Senior Associate in the Boston office and is a member of the Client and Corporate Services team. She is responsible for onboarding new clients, managing workflows, and setting up new accounts in CRM and Reporting systems. She also assists with fee and billing processes, firm-wide internal audits, and new staff training.
Prior to joining Cerity Partners, Carmen was a Senior Operations Associate at Daintree Advisors, which she joined in May 2015. She was responsible for providing back-office support and operational efficiency to the Operations and Client Service teams. Prior to joining Daintree, she worked at The Langham Hotel in Boston in the Accounting and Finance department, where she performed accounting and record keeping activities and processed payroll.
Carmen enjoys traveling, floral arrangements, photography, learning languages, and singing praise songs.
Timothy Abbott
Associate
Andrew Adams
Nikolai Arutiunov
Neetha Azeez
Aleem Baksh
Amy Banker, AIF®
Principal
Justin Barish
Principal & Head of Digital Marketing
Michaela Barnum
Ryan Berger
Alicia Boggio-Hair
Marie Del Bove
Jen Bowen
Abrielle Bradley
Gillian Brand
Manny Bratta
Gerard Burke
Jeff Bushman
Scott Carlson
Lynda Castellano
Partner
Yanming Chen
Whitney Clark
Miryam Cohen
Ciara C. Colón
John Cook
Principal & Director of Human Resources
Nataliya Crouse
Kimberly Crowley
Lenèe Dirzuweit, IACCP®
Kimberly Duran
Alexander Dyumin
Jessica Eisenberg
Michael Erskine, CFA
Liza EsselSagoe
Ini Etuk
Scott Finn
Mitch Gelkopf
Nick Gerber
Zeina Ghaly
David Gimpel
LeShanna Green
Erika Gunbeyi
Brad Gutzler
Michael Harano
Khalil Harris
Reggie Hopton
William Horner
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Tap N. Le
Brian Lee
Danni Lee, PHR®
Amy Lin
Winky Liu
Dwight Liu
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Jacqueline Martin
Doug McClean, CISM®
Matt McGinn
Jessica Mendoza
Adam Miller
Ana Mojica
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Aydan Panahova
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Simona Platukyte
Kate Polyte
Derrick Poon
Kristen Potter
Nancy Renshaw
Andrew N. Riehl, CFA
Ryan Rodriguez
Sawyer Rothmann
Jeanette Ruvalcaba
Nicole Sager
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Kirsten Shaw
Michelle Simek
Carley Skidmore
Kelley Stanford
Ari Stanger, CPA
Matt Stazzone
Matt Tassell
Madeleine Thomas
Alexa Thorson
Zack Trygstad
Aubrey Weber
Valerie Weinfeld
Lisa West
Ashley Williams
Marissa Wilson
Heidi Wilson
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