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Senior Associate
Client and Corporate Services
Nicole is a Senior Associate in the New York office where she is member of the firm’s Operations team. In her role, Nicole works on client conversions focusing on onboarding and supporting the maintenance of any and all financial data utilized to assist clients.
Prior to joining Cerity Partners, Nicole served as a Reporting and Reconciliation Manager with FitzRoy where she was responsible for data reconciliation, client reporting and statement redesign, and optimizing and updating internal workflows. Prior to FitzRoy Investment Advisors, she was with Alvarium Tiedemann (formerly Alvarium Investments) as a Reporting Associate. There, she was responsible for data reconciliation and client reporting, along with assisting new system implementation projects.
Andrew Adams
Nikolai Arutiunov
Aleem Baksh
Amy Banker, AIF®
Principal
Michaela Barnum
Ryan Berger
Alicia Boggio-Hair
Associate
Marie Del Bove
Jen Bowen
Abrielle Bradley
Gillian Brand
Manny Bratta
Gerard Burke
Jeff Bushman
Lynda Castellano
Partner
Yanming Chen
Whitney Clark
Miryam Cohen
John Cook
Principal & Director of Human Resources
Nataliya Crouse
Kimberly Crowley
Lenèe Dirzuweit, IACCP®
Kimberly Duran
Michael Erskine, CFA
Liza EsselSagoe
Ini Etuk
Scott Finn
Mitch Gelkopf
Nick Gerber
David Gimpel
Erika Gunbeyi
Brad Gutzler
Michael Harano
Reggie Hopton
William Horner
Michèle Hurley
Teppo Jaakkola
Arlene James
Will Johnson
Zoe Kreca, CFP®
Eric Kuehl
Rebecca LaPlant
Jillian Laughlin
Tap N. Le
Brian Lee
Amy Lin
Winky Liu
Dwight Liu
Ben Lomazow
Stefan Ludlow
Principal & Director of Technology
Jacqueline Martin
Doug McClean, CISM®
Matt McGinn
Jessica Mendoza
Adam Miller
Ana Mojica
Shelley Newham
Geoffrey Newman
Javier Ordaz
Sebastian Ottaplakal
Krissi Paczolt, CPA
Marcia Paltenstein, CFP®
Aydan Panahova
Andrea Castillo Pena
Brittany Peyser
Peg Pike
Kate Polyte
Derrick Poon
Kristen Potter
Nancy Renshaw
Andrew N. Riehl, CFA
Sawyer Rothmann
Jeanette Ruvalcaba
Kamil Said
Sarah Saites
Sarah Santoro
Nicole Scaffidi
Robert Schwagerl, CMT, CFTe
Catherine A. Scruggs
Kirsten Shaw
Michelle Simek
Carley Skidmore
Ari Stanger, CPA
Matt Stazzone
Matt Tassell
Madeleine Thomas
Alexa Thorson
Zack Trygstad
Carmen Tu
Aubrey Weber
Valerie Weinfeld
Ashley Williams
Marissa Wilson
Heidi Wilson
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