Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Geri is a Principal in the New York office responsible for tax preparation and financial planning to corporate executives through our Executive Financial Counseling initiative.
Prior to joining Cerity Partners, she was a Tax Associate at RSM US LLP. Geri worked for the Financial Services Industry and State & Local Tax Group.
Partner & Market Leader
Partner & Practice Leader
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.