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Principal
San Francisco
Client and Corporate Services
Nataliya is a Principal in the San Francisco office, where she serves as an operations and systems specialist.
Prior to joining Cerity Partners, Nataliya was Director of Operations and Client Services at Worldview Wealth Advisors. She was responsible for continuously managing daily operations, strategizing new processes and systems initiatives, and leveraging technology effectively. Her efforts enabled the firm to provide personalized cross-border financial planning and investment management to its clients.
Q:
How would you describe your best day doing what you do?
Being asked to research a "difficult to solve" issue and finding a solution for it. This does not happen in one day, but this kind of progress is very exciting. Teaching others how something works or how to do something makes me feel a sense of accomplishment.
Why is your specialty important, especially today?
I focus on improving our operational processes by utilizing technology, defining procedures, and finding new ways to find solutions to complex problems. Having a focus on improvement is important and allows our company to keep getting better at what we do and continue to grow.
What differentiates Cerity Partners from other firms in our space?
We sincerely care about our clients, growing in our careers, doing what is right, and continually striving to improve. We have a diverse group of professionals offering a wide variety of services for our clients under one roof.
Timothy Abbott
Associate
Andrew Adams
Senior Associate
Josh Anderson
Nikolai Arutiunov
Neetha Azeez
Aleem Baksh
Christie Ballenger
Amy Banker, AIF®
Justin Barish
Principal & Head of Digital Marketing
Michaela Barnum
Nader Bazlamit
Jamie Berens
Ryan Berger
Steve Blair, CFE
Alicia Boggio-Hair
Marie Del Bove
Jen Bowen
Abrielle Bradley
Manny Bratta
Andria Brewer, PCM®, CDMP®
Tyler Brook
Gerard Burke
Jeff Bushman
Scott Carlson
Lynda Castellano
Partner
Lindsey Chastain, CPA
Yanming Chen
Whitney Clark
Karen Clinkenbeard
Miryam Cohen
Ciara C. Colón
John Cook
Principal & Director of Human Resources
Brady Crawford
Hannah Crockett, PMP®
Lenèe Dirzuweit, IACCP®
Justin Duncan
Kimberly Duran
Alexander Dyumin
Jessica Eisenberg
Michael Erskine, CFA
Liza EsselSagoe
Ini Etuk
Scott Finn
Johanna Furlong
Kris Gasparac
Mitch Gelkopf
Nick Gerber
Zeina Ghaly
David Gimpel
LeShanna Green
Erika Gunbeyi
Brad Gutzler
Michael Harano
Khalil Harris
Jaclyn Hood
Reggie Hopton
William Horner
Tim Hunt
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zach Johnstone, CISM®, CISA®, CRISC®
Alaynna Keith
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Tap N. Le
Brian Lee
Danni Lee, PHR®
Amy Lin
Winky Liu
Dwight Liu
Ben Lomazow
Stefan Ludlow
Principal & Chief Technology Officer
Jacqueline Martin
Doug McClean, CISM®
Matt McGinn
Jessica Mendoza
Adam Miller
Justin Mitchell
Ana Mojica
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Aydan Panahova
Nick Papachristou
Andreya Patterson
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Simona Platukyte
Derrick Poon
Kristen Potter
Connor Powell, CPA
Neil Quinlan, CFP®, PMP®
Partner & Head of Operations
Nancy Renshaw
Andrew N. Riehl, CFA
Dalton Rinehart
Ryan Rodriguez
Sawyer Rothmann, CFA
Jeanette Ruvalcaba
Nicole Sager
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Lauren Seaman, SHRM-CP
Kirsten Shaw
Leah Silletto
Michelle Simek
Carley Skidmore
Kelley Stanford
Ari Stanger, CPA
Matt Stazzone
Jean Steffan
Matt Tassell
Robert E. Thieman, CPA, JD
Madeleine Thomas
Alexa Thorson
Lauren Tingle
Zack Trygstad
Carmen Tu
Gabriel Turner
Daniel Waddell, JD
Aubrey Weber
Valerie Weinfeld
Lisa West
Cathleen Westfall
Matt Westfall, CFA
Partner & Head of Portfolio Management
Ashley Williams
Marissa Wilson
Heidi Wilson
Courtney Woolever, SHRM-CP
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