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Associate
Madison Avenue
Client Advisory
Juan is an Associate in the New York office. He supports the client-facing team of the Executive Financial Counseling practice, which provides financial planning and tax preparation services to corporate executives.
Prior to joining Cerity Partners, Juan was a Credit Analyst Extern at CIBC and the Healthcare Sector Head for the University of Miami’s Student Managed Investment Fund.
David Aaron
Partner & Market Leader
Louis P. Abel, CFA, CAIA
Partner
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
Helen Anderson
Principal
Sean Angelis, CFP®
Karen Angrisano
Lynne Anicete
Gary Arakawa, CFA, CFP®
Christopher Arotin, AIF®, CFP®
Cheryl Athas
Senior Associate
Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Julie Banda
Chelle Barberena
Carrie Barlow
Tony Basalla
John Basford
David Beatty, CFP®
Laurie Belew, CFP®
Abigail Bell
Joshua Berdet, CFP®
Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
Debra Boerger, CFP®
Doug Bonaquist
Hugues Le Bras
Amanda Brummel
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Craig Burger, CFA
Christopher Burrows
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Dawn M. Carpenter
Vonny Carrington
Andrea Casas
Mark Castell, CPA
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Cecilia Chen, CFA
Paul Chmielewski
Jake Clemens, CFA, CFP®
Tom Cohn, CFA
Partner & Deputy Chief Investment Officer
JD Costello
Meghan Cottrell
Ralph Coutant, CFA, CMT
Brendan Cunningham
William T. Curran, CIMA®
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Elizabeth Dawson, CFA, CFP®
Brett Dearing
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Joseph DiGregorio
Michael Disharoon, CFA
Cheryl Donaldson
Kevin Dorwin
Katrin Doyle
Mimi Drake
Sarah Dudack
Justin DuMouchelle, CFA, CFP®
Pierre duPont
Rebecca Dutka, CFA
Jennifer Ellison, CFA
Megan Endersby
Cecilia Fajardo
Jessica Farrell
Kimberly Fields
Kellye Fields
Patrick Fischbach
Andrew Fisher, CFA, CPA
Victoria Flores-Manrique, CTFA
Jessica Foley
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Shadrack Frempong
Virginia Frisch
Sam Garcia, CFP®
Doug Garrison, CFP®
Stephanie Gervacio
Thomas Giddings
Garrett Gillett
Jeffrey Glassman
Richard Golinski, CFA
Caroline Good
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Dajion Grant
Shelia Gray
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
Theresa Guinto
Hunter Haley, CFP®, CPA
Jill Hardesty
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
Rachel Highbarger
Rebecca Hilchey
Ann Marie Hindley
Caren Holzhauer
George Hubbard
Connor Hufer
John Hyman, CIMA®
James Izard II, CFP®
Jack H. Scaff III
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Stephen Janachowski
Alex Jimenez
Linda Jin
Kathryn Jodon
Blake Johnson, CFP®
Anne Johnston, CFP®
Nicole Joko
André De Jong, FPQP
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Robert Katz, CFP®
Carl Kaufman
Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Hannah Kim
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Jeffrey Knight
Jessica Kobaly
Allen Kozel, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
John Lee, CFP®
Cameron Lehrmann, CPA
Ryan P. Leitch
Edward Liberman
Andy Lin
Dwight Liu
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Steve Malbasa
Julia Malin
Jacqualyn Malloy
Jessica Marshall
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Joseph Matus, CFA
Ray McCarthy, CPA
Doug McCrea
Paul McGloin
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Patricia Mercer
Donna Metrou
Cooper Miller
Eric Minnick
Janie Monroe, CFP®
Christine Monyak
Sean Moore
Panzie Morris
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
Lindsey Nadel
Douglas Nardi, CFA
Matt Nardi
Alan Ness, CFP®, AIF®
Lesa Newell
Steve Nielander, CFA
Eda Niño
Reed Nothwang, CFP®
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Javier Ordaz
Sarah Gregg Orum
Jeffrey Paladini, CFP®
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Nicholas Pasichuke
Cristina Paul, CFP®
Yelena Pelimskaya, CFA
Blake Perkins
Walker Phillips, CFP®, CIMA®
Bettie Pickett
Nina Pilgrim
Chris Pleshek, CPA
Quinn Portfolio, CFP®
Matthew Powell
Jacqueline Price
Hugh Quinn
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Thomas Richardson, CPA
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Rhonda Robinett
Tristan Romo
Melanie Ross, CFP®
Spencer Roule
Meg Rowley
Veronica Rubio, CFP®
Salvatore Russo
Devon Ruttenberg
Alex Saikali
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Minnie Yao Sanford, CFP®
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
John Schnur
Steve Schoneman, CFA
Matthew Serkes, CFP®
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
LeAnn Shea
Charmaine Sherlock
Bob Shier, JD
William Shier
Samuel Short
Gary Silverman, CFA
Marcella Skenderis
Dee Slavutin, ChFC®
Robert C. Smith
Neal Smith
Meghan Smith
Javier Solis, CFP®
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
William Speciale, AEP®, JD
Judith Spencer
Shelby Stahr, CFP®
Ari Stanger, CPA
Philip Steele, AIF®
Caraline Stenslik
Kyler Stephens
Jennifer Stott
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Pam Swenson
Michael Syer, CFP®
Claudia Sykora, CPA
Ayisha Tahir
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Andres Terronez
Christian Thwaites
Dan Timotic, CFA
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Brian Tu
Brandon Tutak
Tinetta Tutt
Amanda Ulczynski
Myles VanderWeele, CFP®
Christine Vandrey
Tania Vasquez
Cynthia Venturelli, FPQP
Daniel Vignola
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Eric Warbrick, CPA
Jennifer Watson, CPA
Aaron Waxman, CFP®, CPA
Gail Weiss
Larry Weissman, CFA
Craig Wells
Kim Wilkinson
EmJay Williams
Katherine Willis, CFA
Marissa Wilson
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Jon Yankee, CFP®
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Jeff Zych
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