Cheryl is a member of the firm’s Executive Financial Counseling team and has more than twenty years of extensive tax and legal experience. She provides comprehensive tax analysis, planning and guidance as part of the overall financial plan for corporate executives and high-net-worth individuals.
Prior to joining the Cerity Partners team, Cheryl worked as an independent consultant/quality control reviewer. Her clients included law firms, CPA firms, and a boutique financial planning firm serving creative artists. In addition, she provided tax services to her own individual clients. Earlier in her career, Cheryl was a staff attorney for Ayco, a Goldman Sachs company, and an elder law attorney for Andora & Romano.
Cheryl earned her Bachelor of Arts degree from Tufts University and her law degree from New York Law School. She is a member of the Florida, New York and New Jersey bars, and an Enrolled Agent with the IRS.
Get the latest insights and analysis from our investment team delivered right to your inbox.