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.


  • BBA in Finance and a Bermont-Carlin Scholar, University of Miami

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