Helen is a Senior Associate 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.
Helen earned her Bachelors of Arts from Vassar College. She also earned her Juris Doctor from Suffolk University. She is a bar member of New Jersey and Massachusetts.
Get the latest insights and analysis from our investment team delivered right to your inbox.