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Biography

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.

Education

  • MBA from UC Berkeley, Haas School of Business
  • Bachelor of Arts with honors from Harvard College

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Chartered Financial Analyst®
  • President of the Finance Club, Haas School of Business, 1996-97
  • Women’s Varsity Squash Team, Harvard College, 1986 -90, NCAA Champions

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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.