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Partner
Silicon Valley
Client Advisory
Michelle is a Partner based in the Silicon Valley office. She provides investment advice, portfolio design, and financial planning advice to both private and institutional clients. Using her extensive experience in the financial services industry, Michelle shares expert advice tailored specifically to her clients so they can achieve their short-term and long-term financial objectives.
Prior to joining Cerity Partners, Michelle was a Principal at B|O|S where she also served as the head of the Financial Planning Team. She oversaw the firm’s internal education, projects, and resources with the objective of providing high-quality client advice in areas such as estate planning, tax strategies, retirement plans, equity compensation, insurance, and education funding.
Q:
What inspired you to pursue your career in financial management?
My initial career was in tech but I spent a lot of time working on my personal finances in addition to my day job. I enjoyed personal finance more so I thought why not make a career of it.
What should your clients know the most about you?
My role is to help my client live a rewarding life beyond dollars and cents.
What kind of clients work best for you?
I work well with clients that are passionate in their professional and personal lives including young families, single individuals and those wanting to manage their equity compensation.
What differentiates Cerity Partners from other firms in our space?
We have the breadth of a one-stop-shop for all things wealth management while being a highly personal, client-service focused firm. It's the best of both bigger and smaller scale.
What do you do in your personal life that helps you help your clients?
Wellness, as defined as the practices which improve health, wealth and relationships, is my passion. Specifically, I enjoy strength training and I see the metaphor from getting 1% better in the gym to getting 1% better in other aspects of life.
How would you describe your best day doing what you do?
An ideal day would involve helping clients help the people and causes in their lives that matter most. This might involve a client knowing they are in the position to make large charitable gifts or to pay down a friend's student loans or help a child with the down payment for a house.
What does the world need now more than anything?
There's always uncertainty and noise. I help my clients make the best decisions possible with the information available. Control what you can control.
Michelle Soto
Charitable Giving
The repeal of the age limit cap on traditional IRA contributions and the addition of the anti-abuse provision has complicated the QCD process.
David Aaron
Partner & Market Leader
Louis P. Abel, CFA, CAIA
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Aimee M. Adler, CFP®
Associate
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
Helen Anderson
Principal
Sean Angelis, CFP®
Karen Angrisano
Lynne Anicete
Gary Arakawa, CFA, CFP®
Christopher Arotin, AIF®, CFP®
Cheryl Athas
Senior Associate
Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Julie Banda
Chelle Barberena
Carrie Barlow
Tony Basalla
John Basford
David Beatty, CFP®
Frederic Behrens, CFP®
Laurie Belew, CFP®
Abigail Bell
Joshua Berdet, CFP®
Jonathan Berrios
Yasmin Bichara-Jakovljevic
John F. Blair, CFP®
Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
Doug Bonaquist
Hugues Le Bras
Debora Brody
Amanda Brummel, JD
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Craig Burger, CFA
Matthew Burns
Christopher Burrows
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Jeffrey L. Caples, CFA
Jessica Carbajal
Dawn M. Carpenter
Vonny Carrington
Andrea Casas
Mark Castell, CPA
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Cecilia Chen, CFA
Paul Chmielewski
Andrew T. Chudy
Jake Clemens, CFA, CFP®
Marie Conner
David P. Corcoran
JD Costello
Meghan Cottrell
Ralph Coutant, CFA, CMT
Jodi Credit
Kimberly Crowley
Brendan Cunningham
William T. Curran, CIMA®
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Robert Davis, CAIA, CFA
Elizabeth Dawson, CFA, CFP®
Fiona Dean
Brett Dearing
Thomas Decker, CFP®
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Michael Disharoon, CFA
Cheryl Donaldson
Kevin Dorwin
Katrin Doyle
Mimi Drake
Sarah Dudack
Justin DuMouchelle, CFA, CFP®
Pierre duPont
Rebecca Dutka, CFA
Jennifer Ellison, CFA
Megan Endersby
Alex L. Faber, CFA, CFP®
Cecilia Fajardo
Jessica Farrell
Kimberly Fields
Kellye Fields
Patrick Fischbach
Michael B. Fischer, CFP®
Andrew Fisher, CFA, CPA
Stacy L. Fisher
Steve Florance, CFA
Victoria Flores-Manrique, CTFA
Jessica Foley
Mariella Foley, CFP®, ADPA®, CDFA®
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Richard B. Freeman, CFP®
Shadrack Frempong
Virginia Frisch
Sam Garcia, CFP®
Doug Garrison, CFP®
James P. Gauthier, CFA
Stephanie Gervacio
Justin M. Giacona, CPA
Steven J. Giacona, CPA
Thomas Giddings
David Gifford
Garrett Gillett
Jeffrey Glassman
Richard Golinski, CFA
Caroline Good
Lauren G. Gooding, CTFA
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Dajion Grant
Shelia Gray
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
JG Guidera
Theresa Guinto
Hunter Haley, CFP®, CPA
Jill Hardesty
Kayleigh Harris
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Gregory G. Heard
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
Rebecca Hilchey
Ann Marie Hindley
Caren Holzhauer
George Hubbard
Partner & Director of Private Direct Investments
Connor Hufer
Bruce A. Hyde, CPA
John Hyman, CIMA®
Partner & Director of Investment Management
James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Douglas R. McClean III, CISM®
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Chris Jameson, CRPC®
Alex Jimenez
Kathryn Jodon
Blake Johnson, CFP®
Anne Johnston, CFP®
Nicole Joko
André De Jong, FPQP
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
Carl Kaufman
Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Hannah Kim
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Jeffrey Knight
Jessica Kobaly
Allen Kozel, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
Dawn M. Lasek
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Cameron Lehrmann, CPA
Ryan P. Leitch
Edward Liberman
Andy Lin
Austin Little, CFP®
Dwight Liu
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Steve Malbasa
Julia Malin
Jacqualyn Malloy
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Joseph Matus, CFA
Ray McCarthy, CPA
Doug McCrea
Paul McGloin
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Patricia Mercer
Donna Metrou
Cooper Miller
Adam Miller
Eric Minnick
Olive W. Mitchell, CFP®
Greg Mitseas
Janie Monroe, CFP®
Christine Monyak
Sean Moore
Darin A. Morgan, CFA, CFP®
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
Lindsey Nadel
Douglas Nardi, CFA
Matt Nardi
Alan Ness, CFP®, AIF®
Lesa Newell
Steve Nielander, CFA
Eda Niño
Reed Nothwang, CFP®
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
Melissa Oduaran
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Sarah Gregg Orum
Jeffrey Paladini, CFP®
Marcia Paltenstein, CFP®
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Nicholas Pasichuke
Cristina Paul, CFP®
Yelena Pelimskaya, CFA
Blake Perkins
Nicholas N. Petrelli, CFP®
Walker Phillips, CFP®, CIMA®
Bettie Pickett
Nina Pilgrim
Chris Pleshek, CPA
Quinn Portfolio, CFP®
Matthew Powell
Jacqueline Price
Hugh Quinn
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Thomas Richardson, CPA
Andrew N. Riehl, CFA
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Rhonda Robinett
Marianne S. Rodriguez, CFP®
Tristan Romo
Anthony Rosetti, CFA, CFP®
Melanie Ross, CFP®
Spencer Roule
Meg Rowley
Veronica Rubio, CFP®
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Sherrell Sabree
Alex Saikali
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Minnie Yao Sanford, CFP®
Steven P. Saunders, CAIA, CFA
Becky Scaletta
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
Theodore D. Schneider, CFA
John Schnur
Steve Schoneman, CFA
Matthew Serkes, CFP®
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
LeAnn Shea
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Samuel Short
Gary Silverman, CFA
Adam Simoncelli
Emily Sims
Marcella Skenderis
Dee Slavutin, ChFC®
Robert C. Smith
Neal Smith
Meghan Smith
Javier Solis, CFP®
Paul Sommerstad, AIF®, QPFC®
William Speciale, AEP®, JD
Judith Spencer
Shelby Stahr, CFP®
Ari Stanger, CPA
Philip Steele, AIF®
Caraline Stenslik
Kyler Stephens
Jennifer Stott
Marisela Suarez
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Amy Suri
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Michael Syer, CFP®
Claudia Sykora, CPA
Ayisha Tahir, JD
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
Eric Thompson, CFP®
Christian Thwaites
Dan Timotic, CFA
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
William Tricarico
Brian Tu
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Byron Udell, JD, CFP®, ChFC®, CLU®
Partner & Head of Risk Management
Amanda Ulczynski
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Daniel Vignola
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Eric Warbrick, CPA
Jennifer Watson, CPA
Aaron Waxman, CFP®, CPA
Gail Weiss
Larry Weissman, CFA
Craig Wells
Kim Wilkinson
EmJay Williams
Katherine Willis, CFA
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Charles Wright
Jon Yankee, CFP®
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
Jeff Zych
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