Natalia Tchetchoulina

Natalia is a Partner in the Park Avenue office and client advisor with over twenty years of wealth management experience.

She is passionate about helping successful families navigate the complexities of wealth.  After advising clients at global private and investment banks, she believes that a truly comprehensive, independent, planning-centric approach to managing wealth leads to the best outcomes.

Natalia focuses her client practice on advising business owners and executives who seek comprehensive advice across investments, trusts & estate planning, tax mitigation and minimization, business planning, and risk management.  She marshals a senior team of subject matter experts to ensure all her clients’ financial needs are anticipated and taken care of thus freeing them up to focus on family, business, and passion projects.  Natalia forms deep relationships with clients and finds advising multiple generations within a family particularly rewarding.  She also advises nonprofit organizations.  As both a financial expert and an art lover, she finds working with Artist Endowed Foundations particularly satisfying.

Prior to joining Cerity Partners, Natalia was an Investment Advisor at Barclays Wealth. Before Barclays, Natalia was a Senior Relationship Manager at BNY Mellon’s Family Office group. Natalia started her professional career as a Chief-of-Staff to the Vice Chairman of Citi Private Bank as part of the bank’s first Ultra High Net Worth effort.

As one of the longest-tenured Partners at Cerity Partners, Natalia is passionate about helping new colleagues achieve success at Cerity Partners.  She is responsible for colleague assimilation as part of the firm’s merger integration process. She hosts New Colleague Education Series and enjoys serving as a coach, connector, and advocate for all new colleagues.

She is also an avid advocate for the broader RIA industry.   She regularly contributes thought leadership to industry publications and events.  She currently serves on the Advisory Board of the Institutional Investor’s RIA Institute, an exclusive thought leadership group for RIAs.

Natalia lives in Manhattan and enjoys experiences and opportunities New York City has to offer.  She is a fine art lover and a member of several museums and other cultural institutions.  She is a Young Patron at L’Alliance New York.

Learn more about my practice.