JD is an Associate in the Jacksonville office, where he assists Wealth Management advisors with the onboarding of new clients, transaction and account-related requests, ongoing client interaction, and the preparation of client financial reports and portfolio statements.
Prior to joining Cerity Partners full time, JD worked as an Equity Research intern for Bradley, Foster & Sargent, conducting company research.
JD earned his B.A. in Economics from Trinity College.
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