Client Advisory

Biography

Florence is a Senior Associate in the San Francisco office. She is responsible for assisting with the office’s trading operations as well as account reconciliation and performance.

Prior to joining Cerity Partners, Florence served as a Portfolio Administrator / Senior Trader at Ashfield Capital Partners. Previously, she held the position of Associate Portfolio Manager at Harris Bretall Sullivan & Smith, where she was responsible for trading accounts in the wrap program. Prior to that, Florence served as Trading Assistant for Legacy Partners. She began her financial career in 1990 as a loan administrator in banking.

Education

  • Bachelor’s degree from Chico State University

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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.