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Client and Corporate Services

Biography

Michèle is a Principal in the New York office. Her responsibilities include oversight of operations support as well as business process integration work.

Michèle has over 30 years of experience in the financial services industry. Prior to joining Cerity Partners, Michèle was a Director, Project Manager in the Wealth Management division of Deutsche Bank. Michèle came to Deutsche Bank through its acquisition of Scudder Kemper Investments in 2001. Her project focus was varied and included multiple system implementations, client statement redesign, operations and technology lead for a divestiture to a third party and an operational/system outsourcing to a third party. During her 27 years there she held other positions such as Business Analyst, Manager of Portfolio Analysts and Portfolio Assistant. Prior to Deutsche Bank and Scudder, Michèle worked in the Treasury Operations group at Marsh & McLennan and in a retail office of Shearson Lehman Hutton where she earned her Series 7, Series 6 and Series 63.

 

Education

  • B.S. in Finance with a concentration in French from Boston College
  • MBA from Fordham University

Highlights

  • Certified Project Management Professional (PMP)

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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Marie Del Bove

Principal

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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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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

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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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Maxine Reid

Associate

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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, CFTe, CMT

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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