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Partner
Montgomery
Client Advisory
Lyman is a Partner in the San Francisco office. He develops investment portfolios for individual and family clients and is relied upon within the office for fixed income and financial planning expertise.
Prior to joining Cerity Partners, Lyman served as a Portfolio Manager at Ashfield Capital Partners. Previously, he was a partner at Point Bonita Wealth Advisors, an independent financial advisory practice. Lyman began his career as a Naval Flight Officer aboard strategic communications aircraft before joining the financial sector in 2000 at Sutro & Co. He spent over a decade in fixed income sales and trading before focusing on investment management for individuals.
David Aaron
Partner & Market Leader
Louis P. Abel, CFA, CAIA
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Aimee M. Adler, CFP®
Associate
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
Helen Anderson
Principal
Sean Angelis, CFP®
Karen Angrisano
Lynne Anicete
Gary Arakawa, CFA, CFP®
Christopher Arotin, AIF®, CFP®
Cheryl Athas
Senior Associate
Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Shelby Babcock
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Samuel Bain, Jr.
Julie Banda
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Frederic Behrens, CFP®
Laurie Belew, CFP®
Abigail Bell
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Jonathan Berrios
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Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
Tim Bodmer
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Katie Buchanan
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Brenda Bujanauskaite
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Craig Burger, CFA
Matthew Burns
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Matthew Canner
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Jessica Carbajal
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Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Cecilia Chen, CFA
Paul Chmielewski
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Andrew T. Chudy
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Justin Coletto
Marie Conner
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Darlene Dahl, AEP®, CDFA®, CPA, PFS
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Fiona Dean
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Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
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Cheryl Donaldson
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Mimi Drake
Sarah Dudack
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Pierre duPont
Rebecca Dutka, CFA
Jennifer Ellison, CFA
Megan Endersby
Alex L. Faber, CFA, CFP®
Adrian R. Fadrhonc
Cecilia Fajardo
Jessica Farrell
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Kellye Fields
Patrick Fischbach
Michael B. Fischer, CFP®
Andrew Fisher, CFA, CPA
Stacy L. Fisher
Steve Florance, CFA
Victoria Flores-Manrique, CTFA
Jessica Foley
Mariella Foley, CFP®, ADPA®, CDFA®
Justine Fonseca, CFP®
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Richard B. Freeman, CFP®
Shadrack Frempong
Virginia Frisch
Alison J. Gamble
Sam Garcia, CFP®
John Garris
Doug Garrison, CFP®
James P. Gauthier, CFA
Stephanie Gervacio
Justin M. Giacona, CPA
Steven J. Giacona, CPA
Thomas Giddings
David Gifford
Garrett Gillett
Jeffrey Glassman
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Caroline Good
Bridget Goodbody, CFP®
Lauren G. Gooding, CTFA
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Dajion Grant
Shelia Gray
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
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JG Guidera
Theresa Guinto
Colby Hackerman, CFA, CPA
Hunter Haley, CFP®, CPA
Shane Hall, CFP®, CAIA
Jill Hardesty
Kayleigh Harris
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Gregory G. Heard
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
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Ann Marie Hindley
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George Hubbard
Partner & Director of Private Direct Investments
Connor Hufer
Bruce A. Hyde, CPA
John Hyman, CIMA®
Partner & Director of Investment Management
James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Chris Jameson, CRPC®
Alex Jimenez
Kathryn Jodon
Peter A. Johnson
Blake Johnson, CFP®
Anne Johnston, CFP®
Nicole Joko
Thomas (TJ) F. Jones
Thomas S. Jones
André De Jong, FPQP
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
Carl Kaufman
Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
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Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Stephen Klingler, CFP®
Jeffrey Knight
Jessica Kobaly
Allen Kozel, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Kyle Kursim, CFP®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
Dawn M. Lasek
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Cameron Lehrmann, CPA
Yola Lerch
Edward Liberman
Andy Lin
Austin Little, CFP®
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Andy Machenheimer
Jory Makin
Steve Malbasa
Julia Malin
Jacqualyn Malloy
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Joseph Matus, CFA
Demi Maya
Ray McCarthy, CPA
Doug McCrea
Paul McGloin
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Patricia Mercer
Donna Metrou
Cooper Miller
Eric Minnick
Kristen Mitchel
Olive W. Mitchell, CFP®
Greg Mitseas
Christine Monyak
Sean Moore
Darin A. Morgan, CFA, CFP®
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
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Douglas Nardi, CFA
Matt Nardi
Alan Ness, CFP®, AIF®
Lesa Newell
Steve Nielander, CFA
Eda Niño
Reed Nothwang, CFP®
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
Rebecca Occhiline
Melissa Oduaran
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Sarah Gregg Orum
Jeffrey Paladini, CFP®
Carlie Palmer
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Nicholas Pasichuke
Cristina Paul, CFP®
Yelena Pelimskaya, CFA
Natalie Perez
Blake Perkins
Jeffrey J. Peters
Nicholas N. Petrelli, CFP®
Katie Pfeifer, CFP®
Carman Phillips
Walker Phillips, CFP®, CIMA®
Scott R. Phillips
Bettie Pickett
Kinga Pietrzycki
Nina Pilgrim
Chris Pleshek, CPA
Quinn Portfolio, CFP®
Matthew Powell
Jacqueline Price
Hugh Quinn
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Thomas Richardson, CPA
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Rhonda Robinett
Marianne S. Rodriguez, CFP®
Tristan Romo
Anthony Rosetti, CFA, CFP®
Melanie Ross, CFP®
Spencer Roule
Meg Rowley
Veronica Rubio, CFP®
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Sherrell Sabree
Alex Saikali
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Minnie Yao Sanford, CFP®
Steven P. Saunders, CAIA, CFA
Becky Scaletta
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
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John Schnur
Steve Schoneman, CFA
Aram Schotts, CFP®, CRPS®
Matthew Serkes, CFP®
Marshall Serwitz
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LeAnn Shea
Timothy Sheridon
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Samuel Short
Gary Silverman, CFA
Adam Simoncelli
Emily Sims
Marcella Skenderis
Dee Slavutin, ChFC®
Lyric Smith
Marie C. Smith, CFP®
Robert C. Smith
Neal Smith
Meghan Smith
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John Stanovich, CFP®
Philip Steele, AIF®
Caraline Stenslik, CFP®
Kyler Stephens
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Jennifer Stott
Marisela Suarez
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Alketa Sundquist
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Amy Suri
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Michael Syer, CFP®
Claudia Sykora, CPA
Ayisha Tahir, JD
Sue Takano
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Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
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Christian Thwaites
Dan Timotic, CFA
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Eric Towell, CFP®
William Tricarico
Brian Tu
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Byron Udell, JD, CFP®, ChFC®, CLU®
Partner & Head of Risk Management
Amanda Ulczynski
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Andrew Verdeyen, CFP®
Peter L. Viehl, CFA
Daniel Vignola
Steve Walker
Thayer Walker
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Jason Waters, CFP®
Jennifer Watson, CPA
Aaron Waxman, CFP®, CPA
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EmJay Williams
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Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Zach Woodward, CFP®, AWMA®
Charles Wright
Jon Yankee, CFP®
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
Jeff Zych
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