Client Advisory

Biography

Dee is a Partner in the New York Office. She works closely with clients to understand their financial needs and provide comprehensive wealth management services including, portfolio construction, cash flow modeling, and generational planning.

Dee started her career in the marketing department of Institutional Investor Magazine. She then joined a boutique financial firm that specialized in custom-designed, top-heavy pension plans for small businesses. She was the President of Stern Slavutin-2 Inc., which continues to serve wealthy individuals in estate and financial planning. In this role, Dee founded the Institute for Advanced Tax and Business Planning, which provided educational seminars for financial professionals.

Education

  • Bachelor's degree, magna cum laude, SUC New Paltz
  • Master of Literature, McGill University
  • MBA in Finance, Fordham University

Highlights

  • Chartered Financial Consultant

Connect with Dee

By clicking “Submit”, 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.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.