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
Lynda is a Partner in our Madison Avenue New York office, where she oversees client relationship development and acquisition along the Eastern Seaboard. Lynda has more than twenty years of wealth management and financial services experience with an emphasis on portfolio management, investment advisory, and business development.
Prior to joining Cerity Partners, Lynda was a Relationship Manager for a large Registered Investor Advisor in New York, helping individual investors, small businesses, and nonprofits navigate their financial needs. Her holistic approach to wealth management and expertise has enabled her to develop meaningful relationships with an array of asset managers and broker-dealers, simplifying and creating a more positive experience for her clients. Lynda began her career at Charles Schwab & Co. as a pioneer member in the creation and development of Charles Schwab’s Private Client program. She has also worked at Fidelity as an advisor and Neuberger Berman, heading one of the firm’s key national account platforms.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
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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