Client Advisory

Biography

Frederic Behrens is a Partner in the New York office, where he provides investment management and financial advisory services for high-net-worth individuals and international families. In particular, he has significant experience working with U.S. citizens living abroad, nonresident aliens and mixed-nationality families. Well-informed on tax and compliance issues, Frederic brings significant cross-border tax and international estate planning expertise to his client relationships.

Prior to joining Cerity Partners, Frederic was a Partner, Wealth Advisor with Round Table Wealth Management. In this role, he was responsible for managing clients and coordinating all aspects of the investment management and financial advisory services for his client relationships.

Originally from Wisconsin, Frederic enjoys sailing, skiing and learning new languages.

Education

  • B.B.A in International Business from the University of Georgia
  • J.D. from the University of Wisconsin

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Author of a widely cited article on the Foreign Account Tax Compliance Act for the Wisconsin Law Review journal
  • Treasurer and board member of Swiss Center of North America

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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.