Myles is a Partner based in the San Francisco office. He provides investment and financial planning advice to help clients achieve their short- and long-term financial goals. With a deep understanding of different client needs, Myles delivers high-quality solutions that address all aspects of a client’s financial situation.
Before joining Cerity Partners, Myles was a Principal at B|O|S where he was responsible for developing B|O|S University, an educational event, as well as a specialized program to meet the unique planning needs of attorneys. Prior to joining B|O|S, he spent over 10 years in finance and strategy consulting, working for CEB (now Gartner) and Huron Consulting Group.
Myles earned his Bachelor of Science in Communication Studies from Northwestern University and Master of Business Administration in Finance and Economics from the University of Chicago Booth School of Business. He also completed the Personal Financial Planning Certificate Program at the University of California, Berkeley where he received the 2015 “Outstanding Student Award” for the Certificate Program in Personal Financial Planning. Myles holds the Certified Financial Planner (CFP®) designation as well as a Series 65 license. He is a member of the Hearing and Speech Center of Northern California Board of Directors. Myles previously served on the Board of Governors for Opportunity International, a nonprofit organization working to end global poverty by creating and sustaining jobs.
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