Jeffrey St. Mary , CFA

Jeff is a Partner in the Boston office. Jeff has over 25 years of experience as a trusted advisor to multi-generational families and small institutions. Jeff relies on his knowledge and experience to provide thoughtful and dynamic investment and wealth advisory solutions appropriate for his client’s financial and investment goals.

Prior to joining Cerity Partners, Jeff was a Managing Partner at Prio Wealth. In addition to providing wealth management services, Jeff was a leader in the firm’s strategic initiatives and marketing efforts. Before joining Prio Wealth, Jeff was Vice President and Portfolio Manager at Lehman Brothers overseeing private client relationships. He began his career at Harbor Capital Management as a Portfolio Manager and Manager of the Private Client & Endowment Group..

Jeff and his wife Denise have four children and two golden retrievers. Outside of the office, Jeff and his family enjoy skiing, boating and golf.

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