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Client Advisory

Biography

Cole Sussman is a client service associate in the Park Ave office. He is a member of the MDM Team, providing advisory support to law firm partner clients.

Prior to joining Cerity Partners full-time, Cole gained significant exposure to the firm through four internships across the Practice Management, Wealth Management and Partner Development groups. In these roles, he supported client-facing advisory teams, led a Salesforce data-mining project to optimize wealth planning services, and contributed to the firm’s merger pipeline process.

In his spare time, Cole enjoys fitness and creating social media content, cooking, and Brazilian Jiu-Jitsu.

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Education

  • B.S. Kelley School of Business at Indiana University Major: entrepreneurship and corporate innovation

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By submitting the form, 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.