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Partner
Madison Avenue
Client Advisory
Paul is the Chief Planning Officer and a Partner in the New York office. He has over twenty-five years of experience in helping families create and optimize their wealth planning structures. His expertise extends beyond traditional trust and estate planning to areas such as asset protection planning, income tax strategies, charitable and philanthropic structuring, and planning for international families and individuals.
Prior to joining Cerity Partners, Paul was a Managing Director at Deutsche Bank’s Asset & Wealth Management division and the firm’s senior planning expert in the Americas. Paul practiced law in New York City for 11 years, representing both U.S. and international clients in their trust, estate and tax planning needs. Paul also has particular expertise in the areas of planning for owners and executives of private companies prior to liquidity events, planning for hedge fund and private equity principals, and planning for international clients who are investing in U.S.-based assets.
Paul McGloin
Estate Planning
“For the 99.5% Act,” the proposed federal legislation pending in Washington, is expected to have a dramatic effect on the estate planning landscape for wealthy families. Here is what you need to know moving forward.
“For the 99.5 Percent Act,” a bill introduced to the House in March, could upend several policies related to estate planning and tax rates related to the most affluent families in the U.S.
In a follow-up to his Estate Planning: The Power of Now article, Chief Planning Officer Paul McGloin explains the renewed sense of urgency for affluent families to “lock in” the current and extremely generous lifetime estate-tax exemptions.
David Aaron
Partner & Market Leader
Louis P. Abel, CFA, CAIA
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Aimee M. Adler, CFP®
Associate
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
Helen Anderson
Principal
Sean Angelis, CFP®
Karen Angrisano
Lynne Anicete
Gary Arakawa, CFA, CFP®
Christopher Arotin, AIF®, CFP®
Cheryl Athas
Senior Associate
Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Julie Banda
Chelle Barberena
Carrie Barlow
Tony Basalla
John Basford
David Beatty, CFP®
Frederic Behrens, CFP®
Laurie Belew, CFP®
Abigail Bell
Joshua Berdet, CFP®
Jonathan Berrios
Yasmin Bichara-Jakovljevic
John F. Blair, CFP®
Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
Doug Bonaquist
Hugues Le Bras
Amanda Brummel, JD
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Craig Burger, CFA
Matthew Burns
Christopher Burrows
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Jeffrey L. Caples, CFA
Jessica Carbajal
Dawn M. Carpenter
Vonny Carrington
Andrea Casas
Mark Castell, CPA
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Cecilia Chen, CFA
Paul Chmielewski
Andrew T. Chudy
Jake Clemens, CFA, CFP®
Marie Conner
David P. Corcoran
JD Costello
Meghan Cottrell
Ralph Coutant, CFA, CMT
Jodi Credit
Kimberly Crowley
Brendan Cunningham
William T. Curran, CIMA®
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Robert Davis, CAIA, CFA
Elizabeth Dawson, CFA, CFP®
Fiona Dean
Brett Dearing
Thomas Decker, CFP®
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Michael Disharoon, CFA
Cheryl Donaldson
Kevin Dorwin
Katrin Doyle
Mimi Drake
Sarah Dudack
Justin DuMouchelle, CFA, CFP®
Pierre duPont
Rebecca Dutka, CFA
Jennifer Ellison, CFA
Megan Endersby
Alex L. Faber, CFA, CFP®
Cecilia Fajardo
Jessica Farrell
Kimberly Fields
Kellye Fields
Patrick Fischbach
Michael B. Fischer, CFP®
Andrew Fisher, CFA, CPA
Stacy L. Fisher
Steve Florance, CFA
Victoria Flores-Manrique, CTFA
Jessica Foley
Mariella Foley, CFP®, ADPA®, CDFA®
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Richard B. Freeman, CFP®
Shadrack Frempong
Virginia Frisch
Sam Garcia, CFP®
John Garris
Doug Garrison, CFP®
James P. Gauthier, CFA
Stephanie Gervacio
Justin M. Giacona, CPA
Steven J. Giacona, CPA
Thomas Giddings
David Gifford
Garrett Gillett
Jeffrey Glassman
Richard Golinski, CFA
Caroline Good
Lauren G. Gooding, CTFA
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Dajion Grant
Shelia Gray
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
JG Guidera
Theresa Guinto
Hunter Haley, CFP®, CPA
Jill Hardesty
Kayleigh Harris
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Gregory G. Heard
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
Rebecca Hilchey
Ann Marie Hindley
Caren Holzhauer
George Hubbard
Partner & Director of Private Direct Investments
Connor Hufer
Bruce A. Hyde, CPA
John Hyman, CIMA®
Partner & Director of Investment Management
James Izard II, CFP®
Jack H. Scaff III
Frederick A. Allner, III
Douglas R. McClean III, CISM®
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Chris Jameson, CRPC®
Alex Jimenez
Kathryn Jodon
Blake Johnson, CFP®
Anne Johnston, CFP®
Nicole Joko
André De Jong, FPQP
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Alexey Kassabov, CPA
Carl Kaufman
Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Hannah Kim
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Jeffrey Knight
Jessica Kobaly
Allen Kozel, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Eunmi Kwon, CPA, CFP®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
Dawn M. Lasek
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
Cameron Lehrmann, CPA
Ryan P. Leitch
Edward Liberman
Andy Lin
Austin Little, CFP®
Dwight Liu
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Steve Malbasa
Julia Malin
Jacqualyn Malloy
Lindsay Marcus
Jessica Marshall, FPQP
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Joseph Matus, CFA
Ray McCarthy, CPA
Doug McCrea
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Ruby Mendoza
Patricia Mercer
Donna Metrou
Cooper Miller
Adam Miller
Eric Minnick
Olive W. Mitchell, CFP®
Greg Mitseas
Janie Monroe, CFP®
Christine Monyak
Sean Moore
Darin A. Morgan, CFA, CFP®
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
Lindsey Nadel
Douglas Nardi, CFA
Matt Nardi
Alan Ness, CFP®, AIF®
Lesa Newell
Steve Nielander, CFA
Eda Niño
Reed Nothwang, CFP®
Jenna O’Brien
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
Melissa Oduaran
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Sarah Gregg Orum
Jeffrey Paladini, CFP®
Marcia Paltenstein, CFP®
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Nicholas Pasichuke
Cristina Paul, CFP®
Yelena Pelimskaya, CFA
Blake Perkins
Nicholas N. Petrelli, CFP®
Walker Phillips, CFP®, CIMA®
Bettie Pickett
Nina Pilgrim
Chris Pleshek, CPA
Quinn Portfolio, CFP®
Matthew Powell
Jacqueline Price
Hugh Quinn
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Thomas Richardson, CPA
Andrew N. Riehl, CFA
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Rhonda Robinett
Marianne S. Rodriguez, CFP®
Tristan Romo
Anthony Rosetti, CFA, CFP®
Melanie Ross, CFP®
Spencer Roule
Meg Rowley
Veronica Rubio, CFP®
Jeff Rup
Salvatore Russo
Devon Ruttenberg
Sherrell Sabree
Alex Saikali
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Minnie Yao Sanford, CFP®
Steven P. Saunders, CAIA, CFA
Becky Scaletta
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
Theodore D. Schneider, CFA
John Schnur
Steve Schoneman, CFA
Matthew Serkes, CFP®
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
LeAnn Shea
Charmaine Sherlock
Andrew Shestek
Bob Shier, JD
William Shier
Samuel Short
Gary Silverman, CFA
Adam Simoncelli
Emily Sims
Marcella Skenderis
Dee Slavutin, ChFC®
Marie C. Smith, CFP®
Robert C. Smith
Neal Smith
Meghan Smith
Javier Solis, CFP®
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
William Speciale, AEP®, JD
Judith Spencer
Shelby Stahr, CFP®
Ari Stanger, CPA
Philip Steele, AIF®
Caraline Stenslik
Kyler Stephens
Jennifer Stott
Marisela Suarez
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Amy Suri
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Brendan P. Sweeney, CFA
Pam Swenson
Michael Syer, CFP®
Claudia Sykora, CPA
Ayisha Tahir, JD
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Shaadi Tehran
Andres Terronez
Eric Thompson, CFP®
Christian Thwaites
Dan Timotic, CFA
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
William Tricarico
Brian Tu
Christopher Turso, CFP®
Brandon Tutak
Tinetta Tutt
Byron Udell, JD, CFP®, ChFC®, CLU®
Partner & Head of Risk Management
Amanda Ulczynski
Karina Valles
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Daniel Vignola
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Eric Warbrick, CPA
Jennifer Watson, CPA
Aaron Waxman, CFP®, CPA
Gail Weiss
Larry Weissman, CFA
Craig Wells
Kim Wilkinson
EmJay Williams
Katherine Willis, CFA
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Charles Wright
Jon Yankee, CFP®
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Felix Zavisubin
Jeff Zych
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