Client Advisory

Biography

Kalash is an Associate in the New York office. He works closely with advisors as a member of the firm’s Investment Advisory Practice helping provide ultra-high-net worth individuals, families, and nonprofit organizations with comprehensive financial planning.

Prior to joining Cerity Partners, Kalash worked at Vanguard as a part of their Financial Advisor Development Program (FADP) where he held his NASAA Series 66 and FINRA Series 7 licenses. He worked there supporting senior high-net worth financial advisors and also worked directly with clients to satisfy their unique planning needs from a fiduciary standpoint.

In his spare time, Kalash enjoys exploring new restaurants and playing pool (billiards).

Education

  • B.S. in Finance with a concentration in Wealth Management from the Kelley School of Business (Indiana University Bloomington)

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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.