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Client and Corporate Services
Gerard is a Senior Associate in the New York office. He is part of the Technology department and assists in firm-wide technology onboardings and integrations.
Prior to joining Cerity Partners, Gerard was the Office Services Manager for the E.S.R.T. corporate office, during his eleven year tenure his team was responsible for the day to day upkeep of the office. Gerard also helped transition into a paperless office utilizing modern scanning applications for both archival and the continued documentation of legal records.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
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