Client Advisory

Biography

Keisha is a Senior Associate in the New York office. She is responsible for operational support and has more than 20 years of operational and financial services experience.

Prior to joining Cerity Partners, Keisha served as a Client Relationship Specialist at a large national wealth management firm formerly known as KLS Advisors. She assisted advisors with client’s daily needs, such as money movement, account opening and account maintenance. Before joining KLS Advisors, she was a Treasury Representative at National Financial Services.

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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.