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EmJay is an Associate in the Pennsylvania office.
Prior to joining Cerity Partners, EmJay served as a Client Relations Associate at Permit Capital Advisors, LLC and was responsible for working with clients by providing point of contact support. In addition, she performed back-office functions including client reporting, portfolio implementation, and portfolio monitoring.
Prior to joining Permit Capital Advisors, LLC, EmJay spent two years as a Client Service Specialist at Hirtle Callaghan where she worked in concert with the Investment Officers and Portfolio Managers to handle all matters that relate to client administration, reporting, and transitions. She also worked for two years as an Operations Specialist at Pershing LLC, a subsidiary of Bank of New York Mellon, where she assisted with client processing and onboarding.
Teaching young adult children about wealth can be a challenge. Although circumstances may vary, most families want to impart on their children a solid understanding of their wealth, creating opportunities for younger generations to continue growing the family’s resources.
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