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Biography

Emily is a Senior Associate based out of the New York office. She is responsible for assisting with day-to-day client needs and supporting wealth advisors in providing financial advice to high-net-worth individuals and families.

Prior to joining Cerity Partners, Emily served as an Associate, Client Service Specialist at a large national wealth management firm formerly known as KLS Advisors. In that role, she worked closely with wealth advisors on a wide range of financial planning tasks.

Education

  • B.B.A. in Finance with a minor in Business Economics from Washington State University

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