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.
Associate
Park 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.
Partner & Market Leader
Partner
Partner & Practice Leader
Principal
Senior Associate
Senior Principal
Partner & Director of Private Direct Investments
Partner & Director of Investment Management
Partner & Chief Equity Strategist
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.
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.
