Harvey Wacht, CFA

Harvey is a Partner in our New York office, providing comprehensive investment advisory and customized financial planning services. Drawing on over 30 years of investment management experience, Harvey helps develop asset allocation and tax strategies that best meet the needs of his clients.

Prior to joining Cerity Partners, Harvey spent more than two decades at Shufro, Rose & Co., where he joined in 2001 and became a Partner in 2003. Throughout his career, he has helped clients with their most complex financial decisions through personalized guidance, disciplined investment management, and both long term and short-term tax planning strategies.

Before joining Shufro, Rose & Co., Harvey served as Senior Vice President and Director of Private Client Services at Herzog, Heine, Geduld, Inc., where he also held leadership positions including Chief Financial Officer and was a member of the firm’s Executive Committee. Earlier in his career, he worked in public accounting and earned his Certified Public Accounting designation.

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