Faith is a Principal in the San Francisco office. She provides comprehensive financial planning and investment management services to successful families located around the world.
Faith has two decades of experience in financial services as a diligent, knowledgeable, and trusted advisor to clients with complex financial planning needs, which often involve stock-based compensation, concentrated assets, tax complexity, and international implications. Having lived and worked on four continents, she brings her own personal experience to helping cross-border families live their best lives.
Prior to joining Cerity Partners, Faith was a Vice President at Bivium Capital Partners, where she oversaw investment portfolios and sourced investment opportunities. Previously, Faith was a consultant to pension plans, endowments and foundations. In this role, she oversaw investment programs and advised clients on a variety of subject areas, including retirement plan design and administration, investment program design and oversight, and Board governance.
Faith earned Master of Business Administration from the University of Chicago Booth School of Business and graduated magna cum laude from Elmhurst College with Bachelor of Science in Business Administration and Information Systems. She is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association, through which she volunteers as a financial counselor for Financial Planning Days.
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