Client Advisory


Rebecca is a Partner in the Los Angeles office. She helps clients — especially women — define and realize their financial goals, manage their assets, and navigate all money-related issues. Rebecca manages portfolios for individuals, families, endowments and foundations.

Prior to joining Cerity Partners, Rebecca served as a Managing Director, Portfolio Manager, Principal, and Co-Founder at Covington Capital Management. Before helping create Covington, she was a research equity analyst and portfolio manager in the Los Angeles office of U.S. Trust.  Prior to that, Rebecca worked in New York at Christie’s auction house.

Rebecca is passionate about spending time with her two Stephens, volunteering at her son’s school, and attending Los Angeles sports team events.


  • B.A. in Art History, Cum Laude, from Smith College
  • MBA in Finance from the University of California, Los Angeles


  • Chartered Financial Analyst (CFA)
  • Member of the CFA Society of Los Angeles
  • Member of the CFA Institute
  • Parent Volunteer at Campbell Hall Episcopal School
  • Friend of the Providence Saint Joseph Foundation

Connect with Rebecca

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues