Client Advisory

Biography

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.

 

Education

  • B.S.in Business with a major in Accountancy, minor in Finance, and concentration in Internal Audit from DePaul University

Connect with Gerianne

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.

Meet Our  Client Advisory Colleagues

Get Cerity Partners Insights in Your Inbox

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.

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.