Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Nick is an Associate in the New York office, where he serves as the subject matter expert for all Salesforce-related matters. Effectively acting as the liaison between users, Nick is continuously working to maintain and improve the organization’s Salesforce platform while helping the team learn how to better use and leverage the technology.
Prior to joining Cerity Partners, Nick served as a Salesforce Administrator at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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