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Sandy is a Partner in the Virginia office.

Prior to joining Cerity Partners, Sandy was a Principal and Portfolio Manager at Palladium Partners LLC. His vast experience and multi-generational legacy brings numerous years of wealth management experience with individuals, businesses, foundations and endowments. He began his financial career with Merrill Lynch in 1976 but also served his country as a Captain in the U.S. Army.

Sandy earned his Bachelor of Arts in History from the University of Virginia and Master of Business Administration from the Darden School of Business. He holds the Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC) designations. Sandy serves his community through several affiliations.

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