Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Emily is an 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.
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