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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.
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.
Amy Banker, AIF®
Principal & Head of Digital Marketing
Steve Blair, CFE
Marie Del Bove
Andria Brewer, PCM®, CDMP®
Lindsey Chastain, CPA
Ciara C. Colón
Principal & Director of Human Resources
Hannah Crockett, PMP®
Lenèe Dirzuweit, IACCP®
Michael Erskine, CFA
Zach Johnstone, CISM®, CISA®, CRISC®
Zoe Kreca, CFP®
Tap N. Le
Danni Lee, PHR®
Principal & Chief Technology Officer
Doug McClean, CISM®
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Andrea Castillo Pena
Connor Powell, CPA
Neil Quinlan, CFP®, PMP®
Partner & Head of Operations
Andrew N. Riehl, CFA
Sawyer Rothmann, CFA
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Lauren Seaman, SHRM-CP
Ari Stanger, CPA
Robert E. Thieman, CPA, JD
Daniel Waddell, JD
Matt Westfall, CFA
Partner & Head of Portfolio Management
Courtney Woolever, SHRM-CP
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