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.
Grace is a Partner in the San Francisco office. She is a member of the firm’s Executive Financial Counseling practice, responsible for providing comprehensive financial planning, estate planning, investment management and tax planning services.
Prior to joining Cerity Partners, Grace spent over twenty years in the financial advisory industry. She was a Registered Investment Advisor representative and Portfolio Manager at Capital Markets IQ where she managed individual, trust, IRA and foundation accounts for clients and provided investment and planning services on complex wealth management matters. She spent several years as a portfolio manager and Director of Equity Research at Rayner Associates in Mill Valley. Grace began the early years of her career as an Equity Research Analyst at Dodge & Cox in San Francisco and Eaton Vance Management and Wellington Management in Boston. She conducted industry and company due diligence for various industries, built financial models and advocated for positions to portfolio managers and fund teams.
In her spare time, Grace enjoys playing sports and spending time with family and friends.
Partner & Market Leader
Partner & Practice Leader
Market Leader & Partner
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.