Peg is a Partner and responsible for daily operations in the Mill Valley office.
Prior to joining Cerity Partners, Peg was Chief Operating Officer for Brouwer & Janachowski. She was responsible for implementing the company’s vision, strategic plan, business goals, and directing all operational, administrative, talent management, and infrastructure activities for the firm. She also served as a financial advisor, and was responsible for the Women’s Financial Council—the company’s team of women financial advisors. She hosted the Women’s Money Circle, a networking and support group for women who want to master the management of their finances, and directed the company’s outreach to women who are rebuilding their financial lives following divorce or death of a spouse. Peg was a Principal of the firm and a member of the Investment Committee.
Previously, Peg was Vice President and Fixed Income Business Manager at Wellington Management, a Boston-based global investment firm, and before that Chief Operating Officer of Rampart Investment Management, an RIA specializing in equity options strategies for individuals, family offices, and institutions. During her more than 30 years in financial services, she has held executive positions with J.P. Morgan Securities, Fidelity Investments, and Andersen Consulting, now Accenture.
Peg serves as the Treasurer, Investment Committee Member, and an Executive Board Committee Member for 10,000 Degrees, an organization that helps students from low-income backgrounds get to and through college in order to positively impact their communities and the world.
Peg graduated with a Master of Education from the Harvard Graduate School of Education and a B.S. cum laude in biochemistry from the University of New Hampshire. She completed a certificate in financial planning from UC Berkeley Extension.
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