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Rozanne Summerson

Senior Associate

Albany

Client Advisory

Biography

Rozanne is a Senior Associate in the Albany, NY office. She manages investment operations and ensures system continuity for clients and advisors. 

Prior to joining Cerity Partners, Rozanne worked as a Director of Data Management at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Rozanne has held positions related to trading, compliance, account administration, client services, and technology within Graypoint and its predecessor firms. Previously, Rozanne served as a trader at Oppenheimer Capital. 

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Education

  • B.S. in Marketing & Management from Siena College

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By submitting the form, 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.