Client Advisory

Biography

Linda is an Associate in the New York office. She supports wealth advisors in providing financial advice to high-net-worth individuals and families as well as assists with daily client needs.

Prior to joining Cerity Partners, Linda served as a Client Service Specialist at a large national wealth management firm formerly known as KLS Advisors. She initially joined the firm as a Senior Administrative Assistant working closely with the Business Development and Modern Family Office teams. In this role, Linda supported and maintained relationships with strategic partners and clients.

Education

  • B.S. in Business Economics from SUNY Cortland

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