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Partner
Chicago
Client and Corporate Services
Eric is a Partner based in the Chicago office. He is responsible for leading new business development efforts in the greater Chicago and Midwest regions. Eric has over twenty-five years of investment and wealth management experience with a focus on relationship management, business development, portfolio management, and investment manager due diligence.
Prior to joining Cerity Partners, Eric was a Managing Director with Wasmer Schroeder, a boutique fixed income manager based in Naples, Florida. He was responsible for deepening ties with clients and coordinating service teams to address the needs of individuals and families, institutions, and financial intermediaries. Eric also sat on the firm’s Investment and Portfolio Management Committees. Before joining Wasmer Schroeder, Eric was a Client Portfolio Manager with Cincinnati Asset Management where he was responsible for working with financial advisors, investment consultants, and institutional clients on business development and relationship management. He also wrote quarterly portfolio and market commentaries for the firm. Additionally, Eric has held positions as Partner and Portfolio Strategist at an independent wealth management firm and as a Wealth Manager at a national securities firm working with high-net-worth individuals and families.
Timothy Abbott
Associate
Andrew Adams
Senior Associate
Nikolai Arutiunov
Neetha Azeez
Aleem Baksh
Amy Banker, AIF®
Principal
Justin Barish
Principal & Head of Digital Marketing
Michaela Barnum
Ryan Berger
Alicia Boggio-Hair
Marie Del Bove
Jen Bowen
Abrielle Bradley
Gillian Brand
Manny Bratta
Gerard Burke
Jeff Bushman
Scott Carlson
Lynda Castellano
Yanming Chen
Whitney Clark
Miryam Cohen
Ciara C. Colón
John Cook
Principal & Director of Human Resources
Nataliya Crouse
Kimberly Crowley
Lenèe Dirzuweit, IACCP®
Kimberly Duran
Alexander Dyumin
Jessica Eisenberg
Michael Erskine, CFA
Liza EsselSagoe
Ini Etuk
Scott Finn
Mitch Gelkopf
Nick Gerber
Zeina Ghaly
David Gimpel
LeShanna Green
Erika Gunbeyi
Brad Gutzler
Michael Harano
Khalil Harris
Reggie Hopton
William Horner
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zoe Kreca, CFP®
Rebecca LaPlant
Jillian Laughlin
Tap N. Le
Brian Lee
Danni Lee, PHR®
Amy Lin
Winky Liu
Dwight Liu
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Jacqueline Martin
Doug McClean, CISM®
Matt McGinn
Jessica Mendoza
Adam Miller
Ana Mojica
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Aydan Panahova
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Simona Platukyte
Kate Polyte
Derrick Poon
Kristen Potter
Nancy Renshaw
Andrew N. Riehl, CFA
Ryan Rodriguez
Sawyer Rothmann
Jeanette Ruvalcaba
Nicole Sager
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Kirsten Shaw
Michelle Simek
Carley Skidmore
Kelley Stanford
Ari Stanger, CPA
Matt Stazzone
Matt Tassell
Madeleine Thomas
Alexa Thorson
Zack Trygstad
Carmen Tu
Aubrey Weber
Valerie Weinfeld
Lisa West
Ashley Williams
Marissa Wilson
Heidi Wilson
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