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Jorge is a Principal in the Chicago office. He is a member of the Executive Financial Counseling team, responsible for providing financial planning, investment management, estate planning and tax services.
Prior to joining Cerity Partners, Jorge was a fund accountant at The Northern Trust Company, performing investment accounting, valuation, and analysis for an array of investment vehicles. He has held positions in wealth management and financial counseling with both UBS and Ayco, a Goldman Sachs Company. His primary responsibilities included preparing investment, estate planning, and employee benefits reports.
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