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.
Principal
Park Avenue
Client Advisory
Helen is a Principal in the New York office providing comprehensive financial planning to corporate executives and individuals through our Executive Financial Counseling practice.
Prior to joining Cerity Partners, Helen served as Vice President of Wealth Planning Services at Northern Trust working directly with individuals and families building wealth legacies. Helen has also worked at Wells Fargo as a Financial Planning Associate and was a Staff Attorney at the Ayco Company, a Goldman Sachs Company.
Partner & Market Leader
Partner
Partner & Practice Leader
Associate
Senior Associate
Market Leader & Partner
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
Partner & Business Development Officer
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.
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.
