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Client Advisory

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.

Learn more about my practice.

Education

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

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

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.