Client Advisory

Biography

Mr. Wadner is an Associate in the Seattle office, where he is primarily responsible for servicing the operational needs of discretionary clients. This includes providing support and administration of middle and back-office operations, supporting the portfolio management team in the development and execution of trading workflows, and conducting thorough operational due diligence reviews of the firm’s investment managers across asset classes.

Prior to joining Cerity Partners, Mr. Wadner served as Senior Operations Analyst at Verus, a leading institutional investment advisory firm that merged with Cerity Partners in 2026. Prior to joining Verus in 2022, Mr. Wadner spent time at Washington Trust Bank as an intern in their internal audit department. In addition, he held a position mentoring Account and Spanish students as a peer tutor in the Gonzaga University library.

Education

  • BBA – with a concentration in finance and a minor in Spanish language – Gonzaga University

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