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Biography

Ruby is an Associate based in the San Francisco office. She provides support in all client-related activities and account administration to ensure a successful client experience. Ruby assists Wealth Managers with investment portfolio reviews, provides day-to-day client service, and interfaces with custodians for ongoing account transactions and maintenance.

Before joining Cerity Partners, Ruby worked as a Client Associate at B|O|S where she managed client administrative and operational activities for both private and institutional clients. Prior to joining B|O|S, she was an Investment Analyst at a San Francisco Bay Area investment firm.

Education

  • B.A. in Social Sciences from California State University, Stanislaus

Q & A

Q:

Who inspired you to pursue your career in financial management?

One of my economic professors.

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By clicking “Schedule Now”, 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.