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.
Client and Corporate Services
Kamil Said is a Senior Associate at Cerity Partners focused on the data management of the Retirement Plan Advisory practice. He is responsible for managing the data for quarterly performance reporting, firmwide reports and CRM database for the Retirement Plan Services practice at Cerity Partners. Kam is also a member of the Cerity Partners Retirement Plan Investment Committee facilitating ongoing investment reviews and fund lineup development for the Retirement Plan Advisory practice.
Prior to joining Cerity Partners, he was a data analyst for Yum Brands franchises in the Memphis area. Kam began his career at Cerity Partners in 2017 after graduating from the University of Memphis with a degree in Finance. He served in an operational role overseeing compliance, tracking, and reporting of client plan operations.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Operating Officer for Client Service & Development
Principal & Director of Training
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.