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Chelle is a Principal in the Fort Worth office and supports Tom Karsten, Cerity Partners’ Market Leader for Texas and Colorado. In her role, she facilitates communications between the firm’s high-net-worth clients and advisors in addition to planning and coordinating all client events in Fort Worth, Denver and Boulder.
Chelle began her professional career as the Office Manager for Karsten Advisors, responsible for overseeing the day-to-day functions of the firm and ensuring a superior client experience. Her talent and passion for people enabled her to forge strong relationships with both her colleagues and clients and helped drive the firm’s growth. She was instrumental in creating and implementing the firm’s client experience.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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