Client Advisory

Biography

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.

Education

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

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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.