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Partner
Madison Avenue
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.
Andrew Adams
Senior Associate
Nikolai Arutiunov
Aleem Baksh
Amy Banker, AIF®
Principal
Michaela Barnum
Ryan Berger
Alicia Boggio-Hair
Associate
Marie Del Bove
Jen Bowen
Abrielle Bradley
Gillian Brand
Manny Bratta
Gerard Burke
Jeff Bushman
Yanming Chen
Whitney Clark
Miryam Cohen
John Cook
Principal & Director of Human Resources
Nataliya Crouse
Kimberly Crowley
Lenèe Dirzuweit, IACCP®
Kimberly Duran
Liza EsselSagoe
Ini Etuk
Stuart Evans
Principal & Chief Compliance Officer
Scott Finn
Mitch Gelkopf
Nick Gerber
David Gimpel
Erika Gunbeyi
Brad Gutzler
Michael Harano
Reggie Hopton
William Horner
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Brian Lee
Amy Lin
Winky Liu
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Jacqueline Martin
Matt McGinn
Jessica Mendoza
Ana Mojica
Shelley Newham
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Aydan Panahova
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Kate Polyte
Derrick Poon
Kristen Potter
Nancy Renshaw
Sawyer Rothmann
Jeanette Ruvalcaba
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Kirsten Shaw
Michelle Simek
Carley Skidmore
Marie C. Smith, CFP®
Matt Stazzone
Matt Tassell
Madeleine Thomas
Alexa Thorson
Zack Trygstad
Carmen Tu
Aubrey Weber
Valerie Weinfeld
Ashley Williams
Marissa Wilson
Heidi Wilson
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