Client Advisory


Marianne S. Rodriguez is a Principal in the New York office. She is responsible for developing and managing relationships with high-net-worth clients throughout the United States, coordinating all aspects of the investment management and financial advisory services for her clients. Additionally, Marianne works closely with firm partners in several areas of expertise, including accountants, retirees and the Women of ClarityTM program.

Prior to joining Cerity Partners, Marianne was a Director, Wealth Advisor at Round Table Wealth Management. In this role, she managed a broad range of investment advisory services for her affluent clients. Before joining Round Table, Marianne served the financial needs of clients as a Branch Manager and Private Client Investment Consultant with a national brokerage firm.

Marianne is passionate about cultural diversity and fluent in four languages—English, Spanish, French and Portuguese. She enjoys cycling with her husband Rafael and spending free time with their family, including their cat, Rainbow, and dog, Ginger.


  • B.S. in Business Administration with a minor in Marketing and Human Resources from Universidad Iberoamericana (UNIBE) in Santo Domingo, Dominican Republic


  • Member of the Financial Planning Association (FPA)
  • Quoted by several top-tier financial news outlets
  • Inducted into the Investment News 40 Under 40 Class of 2022

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