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
Lenèe is a Principal in the Maryland office.
Prior to joining Cerity Partners, Lenèe served as the Chief Compliance Officer and Practice Manager at Maryland Capital Management. Additionally, she was with RBC Capital Markets for 13 years and has over 20 years of compliance and supervisory experience in the financial services industry.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
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