Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Jeanette is a Senior Associate in the Chicago office. She is a member of the Operations team, responsible for performance reporting and custodian reporting.
Prior to joining Cerity Partners, Jeanette was a Performance Analyst at Columbia Wanger Asset Management where she calculated, analyzed and reported portfolio and benchmark performance.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.