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Biography

Natalee is a Senior Associate in the firm’s Pittsburgh office.​

Prior to joining Cerity Partners, Natalee was an Operations Specialist at XPYRIA Investment Advisors. Her responsibilities included setup and maintenance of client accounts; compilation and completion of client, custodian, and firm paperwork; review and maintenance of client transactions and activities; asset transfers; daily transaction and price file updates; trade reconciliation; custodial interfacing; accounts receivable processing; preparation of client reports; and general support of portfolio and investment strategies.​

Education

  • BSBA in Finance and Investment Management from Duquesne University​
  • MBA from Duquesne University​
  • Master of Science in Information Systems from Duquesne University​

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Learn about our Privacy Policy

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.