Erin Brown

Client Advisory

Biography

Erin Brown is a Principal and Practice Operations Director in the New York office. She leads her practice’s client service function and oversees key aspects of practice operations including establishing service standards, improving workflows, and helping drive operational initiatives. Erin works closely with clients and advisors to deliver a personalized, high-touch client experience and also serves as a trusted resource to clients as they navigate significant financial decisions and life events.

Prior to joining Cerity Partners, Erin spent eight years with Shufro Rose & Co., where she implemented a white-glove client service model supporting the team’s multi-generational client relationships and oversaw the day-to-day operations of the team’s client service function. She also contributed to firm-wide operational initiatives, helping develop and improve workflows and processes across the organization. Earlier in her career, she spent five years with UBS Financial Services.

Education

  • Bachelor of Arts degree from Iona College

Highlights

  • Volunteers with No Greater Sacrifice, an organization that provides debt-free college education and mentoring to children of fallen and severely wounded military service members.
  • Volunteers with Answer the Call, an organization that provides financial stipends and support networks to families of fallen New York City first responders (NYPD, FDNY, PAPD, and EMS).

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