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Client and Corporate Services

Biography

Marie is a Principal based in the San Francisco office. Marie manages client billing, financial reporting, accounts payable, and accounts receivable. She also oversees employee orientation and departure processes as well as the administration of benefits, payroll, and company policies related to employment.

Prior to joining Cerity Partners, Marie served as the Finance & Business Manager at B|O|S where she managed finance, human resources and office administrative functions. Prior to B|O|S, Marie spent four years with Bank of America in the Institutional Trust Department and three years in the Sales Department at Dow Jones Newswires, a financial and business news source for wealth managers and institutional investors.

Education

  • B.A. in Sociology from Queens College, City University of New York

Meet Our  Client and Corporate Services Colleagues

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Andrew Adams

Senior Associate

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Nikolai Arutiunov

Senior Associate

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Aleem Baksh

Senior Associate

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Amy Banker, AIF®

Principal

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Michaela Barnum

Senior Associate

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Ryan Berger

Associate

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Alicia Boggio-Hair

Associate

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Jen Bowen

Senior Associate

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Abrielle Bradley

Senior Associate

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Gillian Brand

Associate

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Manny Bratta

Principal

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Gerard Burke

Senior Associate

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Jeff Bushman

Senior Associate

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Lynda Castellano

Partner

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Yanming Chen

Associate

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Whitney Clark

Senior Associate

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Miryam Cohen

Senior Associate

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John Cook

Principal & Director of Human Resources

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Nataliya Crouse

Senior Associate

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Kimberly Crowley

Partner

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Kimberly Duran

Associate

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Liza EsselSagoe

Senior Associate

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Ini Etuk

Senior Associate

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Stuart Evans

Principal & Chief Compliance Officer

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Scott Finn

Senior Associate

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Mitch Gelkopf

Principal

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Nick Gerber

Principal

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David Gimpel

Principal

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Erika Gunbeyi

Senior Associate

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Brad Gutzler

Senior Associate

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Michael Harano

Principal

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Reggie Hopton

Associate

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William Horner

Principal

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Michèle Hurley

Principal

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Teppo Jaakkola

Senior Associate

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Arlene James

Principal

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Will Johnson

Principal

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Zoe Kreca, CFP®

Senior Associate

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Eric Kuehl

Partner

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Rebecca LaPlant

Senior Associate

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Jillian Laughlin

Associate

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Brian Lee

Associate

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Amy Lin

Senior Associate

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Winky Liu

Principal

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Ben Lomazow

Principal

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Stefan Ludlow

Principal & Director of Technology

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Jacqueline Martin

Associate

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Matt McGinn

Principal

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Jessica Mendoza

Senior Associate

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Ana Mojica

Senior Associate

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Shelley Newham

Principal

Geoffrey Newman, CPA

Principal

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Sebastian Ottaplakal

Associate

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Krissi Paczolt, CPA

Principal

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Aydan Panahova

Associate

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Andrea Castillo Pena

Associate

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Brittany Peyser

Principal

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Peg Pike

Partner

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Kate Polyte

Associate

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Derrick Poon

Senior Associate

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Kristen Potter

Principal

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Nancy Renshaw

Principal

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Jack Riehemann, CFA

Senior Associate

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Sawyer Rothmann

Associate

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Jeanette Ruvalcaba

Senior Associate

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Kamil Said

Senior Associate

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Sarah Saites

Senior Associate

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Sarah Santoro

Senior Associate

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Nicole Scaffidi

Senior Associate

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Robert Schwagerl, CMT, CFTe

Principal

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Kirsten Shaw

Senior Associate

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Michelle Simek

Associate

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Carley Skidmore

Senior Associate

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Matt Stazzone

Principal

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Matt Tassell

Associate

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Madeleine Thomas

Senior Associate

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Alexa Thorson

Associate

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Zack Trygstad

Principal

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Carmen Tu

Senior Associate

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Aubrey Weber

Senior Associate

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Valerie Weinfeld

Senior Associate

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Ashley Williams

Senior Associate

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Heidi Wilson

Associate

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