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Client and Corporate Services
Kimberly is an Associate in the Virginia office.
Prior to joining Cerity Partners, Kim served as a Technology Specialist with Palladium Partners LLC. Her responsibilities included serving as the administrator for Palladium’s technology initiatives including their CRM, client portal, and document management system. She initially joined Palladium in 2008 as a Portfolio Account Analyst.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Geoffrey Newman, CPA
Krissi Paczolt, CPA
Andrea Castillo Pena
Jack Riehemann, CFA
Robert Schwagerl, CMT, CFTe
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