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Client and Corporate Services
Heidi is an Associate in the Virginia office.
Prior to joining Cerity Partners, Heidi served for four years as a Portfolio Account Analyst and most recently as Compliance Assistant at Palladium Partners LLC. Heidi has been working in the financial services industry for over 20 years with 16 of those years at Capital Group. She is passionate about helping clients. With her experience in client services, back-office operations, and broker dealer services, she is an important part of the Cerity Partners team.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Geoffrey Newman, CPA
Krissi Paczolt, CPA
Andrea Castillo Pena
Jack Riehemann, CFA
Robert Schwagerl, CMT, CFTe
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