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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.
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