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Client and Corporate Services
Melissa is Senior Associate in the New York office, where she manages various initiatives for the office leaders, including business development, process management, and client interactions. She also helps manage the administrative and human resources teams as well as oversees general office matters. Melissa’s organizational skills, positive attitude, and ability to understand a multitude of firm objectives provides invaluable help to the entire wealth management team.
Prior to joining Cerity Partners, Melissa served as Vice President of Administrative Services at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. In this role, she provided administrative leadership and supervision of the administrative support functions.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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