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Client and Corporate Services
Jack is a Senior Associate based in the New York office. He supports the COO with strategic projects and analyses across the Client and Corporate Services organization.
Prior to joining Cerity Partners, Jack began his career working for Vanguard where he earned his Series 7 and Series 63 licenses. He then joined LPL Financial, where he served as a Senior Financial Analyst in Corporate FP&A and Investor Relations. At LPL, he focused on detailed macro and financial statement analysis, as well as played a key role in pioneering the company’s financial analyst rotational program for recent college graduates.
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
Robert Schwagerl, CMT, CFTe
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