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.
Client and Corporate Services
Robert is a Principal in the New York office and has more than twenty years of experience delivering wealth management services to high-net-worth clients.
Prior to joining Cerity Partners, Robert worked at EMM Wealth in its wealth advisory group, maintaining and servicing individual high-net-worth clients.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Geoffrey Newman, CPA
Krissi Paczolt, CPA
Andrea Castillo Pena
Jack Riehemann, CFA
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