Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Associate
Louisville
Client Advisory
Ethan is an Associate in the Louisville office, where he assists clients and advisors with the necessary paperwork to open and maintain new and existing investment accounts. His goal is to execute the advisor’s investment strategy as efficiently as possible.
Prior to joining Cerity Partners, Ethan served as an Account Manager at ARGI Financial Group. Before ARGI, he worked at Computershare, initially working in the class action lawsuit help center providing claimants with information on both consumer and securities class actions. After acquiring knowledge on SEC law/violations, Ethan parlayed that experience into a financial industry-focused career, holding a position as a Settlement Specialist, processing Depository Trust Company trades and various share movements at the transfer agent level.
Partner & Market Leader
Partner
Partner & Practice Leader
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
