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.
Partner & General Counsel
Rob is the firm’s General Counsel and a Partner in the New York office where he is responsible for overseeing the firm’s compliance program and all legal matters related to the organization. He is a member of the firm’s Executive Committee. Rob has more than twenty years of experience in legal and regulatory matters.
Prior to joining Cerity Partners, Rob served as Senior Counsel at MarketCounsel, a regulatory and compliance consulting firm for investment advisory firms. In his role at MarketCounsel, Rob set up and built out the compliance and regulatory structure for more than 30 SEC- and state-registered investment advisers. Rob also provided ongoing compliance and regulatory consulting and audit services to over 80 advisory firms, broker-dealers, and hedge funds. In addition to his work at MarketCounsel, Rob served as an associate at the Hamburger Law Firm concentrating his practice in the areas of the regulation and compliance of investment advisers and broker-dealers, private investment fund formation, and general corporate counsel.
Before his work at MarketCounsel and the Hamburger Law Firm, Rob worked as an associate in the capital markets group of the international law firm Cadwalader, Wickersham and Taft, LLP.
Partner & Chief People Officer
Tom Cohn, CFA
Partner & Chief Solutions Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner & Chief Experience Officer
Partner, President & CEO
Partner & Chief Marketing Officer
Partner & Head of Partner Development
Partner & Chief Investment Officer
Joe Reeves, CFP®
Partner & Market Leader
Larry Sussman, CFA
Partner & Head of Corporate Finance
Partner & Chief of Staff
Partner & Chief Client Officer
Partner & Chief Training and Quality Officer
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.