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Associate
San Francisco
Client Advisory
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.
Q:
Who inspired you to pursue your career in financial management?
One of my economic professors.
Was there a specific incident in your life that made it clear you were made for this career?
Not necessarily a specific incident, but my family and friends always tell me I should be a counselor or psychologist. I thought there was plenty of psychology and human behavior involved in the financial business as well and this area was more appealing to me.
What should your clients know the most about you?
I care for them and I tend to their needs and requests with the same attention, love, and care as I do for my family and friends.
What do you do in your personal life that helps you help your clients?
I practice meditation and am an avid reader of research papers, articles, and studies on human behavior, communication, and neuroplasticity. I also of course try to stay on top of current financial and non-financial news.
What does the world need now more than anything?
People practicing empathy and caring more for each other and our Mother Earth.
David Aaron
Partner & Market Leader
Louis P. Abel, CFA, CAIA
Partner
Rozeta Abovian, CTFA
Lloyd Abramowitz
Partner & Practice Leader
Larry Adams, CPFA, AIF®
Samuel Afari-Aikins, CFP®, CKA
Maria Aguirre
Karim Ahamed, CFA
Chris Akamine, CFP®
Mark Andersen
Helen Anderson
Principal
Sean Angelis, CFP®
Karen Angrisano
Lynne Anicete
Gary Arakawa, CFA, CFP®
Christopher Arotin, AIF®, CFP®
Cheryl Athas
Senior Associate
Barbara Attardo, AEP®, CFP®
Richard Azarloza, CFA, CFP®
Chris Bagileo
Ian Bai, CFP®
Samuel Bain, Jr.
Julie Banda
Chelle Barberena
Carrie Barlow
Tony Basalla
John Basford
David Beatty, CFP®
Laurie Belew, CFP®
Abigail Bell
Joshua Berdet, CFP®
Jeffrey Blanchard, CFA
Andrew Blumenthal, CFP®
Debra Boerger, CFP®
Doug Bonaquist
Hugues Le Bras
Amanda Brummel
Kevin Buckley, CFP®
Brenda Bujanauskaite
Erica Bunnell, CFP®
Craig Burger, CFA
Christopher Burrows
Azaian Cagalingan
Megan Caldarelli
Erica Cameron, CFP®
Matthew Canner
Dawn M. Carpenter
Vonny Carrington
Andrea Casas
Mark Castell, CPA
Ricardo Castro
Onari Tariah, CFP®
Eric Chang, CFA
Cecilia Chen, CFA
Paul Chmielewski
Jake Clemens, CFA, CFP®
Tom Cohn, CFA
Partner & Deputy Chief Investment Officer
JD Costello
Meghan Cottrell
Ralph Coutant, CFA, CMT
Brendan Cunningham
William T. Curran, CIMA®
Paul D’Elia, CFP®
Darlene Dahl, AEP®, CDFA®, CPA, PFS
Elizabeth Dawson, CFA, CFP®
Brett Dearing
Elizabeth Delude, CFA
Joel DeMaria, CFP®
Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS
Joseph DiGregorio
Michael Disharoon, CFA
Cheryl Donaldson
Kevin Dorwin
Katrin Doyle
Mimi Drake
Sarah Dudack
Justin DuMouchelle, CFA, CFP®
Pierre duPont
Rebecca Dutka, CFA
Jennifer Ellison, CFA
Megan Endersby
Cecilia Fajardo
Jessica Farrell
Kimberly Fields
Kellye Fields
Patrick Fischbach
Andrew Fisher, CFA, CPA
Victoria Flores-Manrique, CTFA
Jessica Foley
Kent Forkner
Candice Frank
Kathy Freed, CFP®
Shadrack Frempong
Virginia Frisch
Sam Garcia, CFP®
Doug Garrison, CFP®
Stephanie Gervacio
Thomas Giddings
Garrett Gillett
Jeffrey Glassman
Richard Golinski, CFA
Caroline Good
John Goott, AIF®, CFP®
Daniel Goott, CFP®, CIMA®
Judith Gordon
Dajion Grant
Shelia Gray
Cameron Grimm
Alexander Gross, CFP®, AEP®, CPA/PFS
Theresa Guinto
Hunter Haley, CFP®, CPA
Jill Hardesty
Rick Harris
Lissa Harris
Susan Hartley-Moss, CTFA
Erica Hartog, CPA
Matthew Heath, CFP®
Andrew Helfont, CFA
Delia Hernandez
Elizabeth Hicks
Rachel Highbarger
Rebecca Hilchey
Ann Marie Hindley
Caren Holzhauer
George Hubbard
Connor Hufer
John Hyman, CIMA®
James Izard II, CFP®
Jack H. Scaff III
Henry “Sandy” Harris III, CFA
Rhonda Inskeep
Stephen Janachowski
Alex Jimenez
Linda Jin
Kathryn Jodon
Blake Johnson, CFP®
Anne Johnston, CFP®
Nicole Joko
André De Jong, FPQP
Wickliffe Lyne, Jr.
David Jumper, CFA
Evan Kaplan, CFP®, CFA
Tom Karsten
Robert Katz, CFP®
Carl Kaufman
Mickey Keating, CFP®
Kathryn Kennedy, CFP®, CPA, JD
Hannah Kim
Kate Kittinger, AEP®
Ekaterina Klimentova, CPA, CDFA®
Jeffrey Knight
Jessica Kobaly
Allen Kozel, CFP®
Kati Krause
Geoffrey Kuli, CFA
Steve Kurosko, CSRIC®
Patrick Labriola
Jeffrey Lancaster, CFP®
Adam B. Landau, CAIA
Amy Lange, CFA, CFP®
Gerry Larr
Greg Larson, CSRIC®
Kristen LaSasso
James Lebenthal, CFA
Partner & Chief Equity Strategist
Christine Lee, CFP®
Rita Lee, CPA, CDFA®, CGMA®, PFS
John Lee, CFP®
Cameron Lehrmann, CPA
Ryan P. Leitch
Edward Liberman
Andy Lin
Dwight Liu
Richard Long, CFA
Christina Lum
Phong Luu, CFA
Anne Lyons
Lyle Maasdorp, CFP®
Steve Malbasa
Julia Malin
Jacqualyn Malloy
Jessica Marshall
Samuel Martin, AIF®, CRPS®
Peter Martin, CPA
Joseph Matus, CFA
Ray McCarthy, CPA
Doug McCrea
Paul McGloin
Timothy McNally, CPA, CIMA®
Kelly McNerney, CFP®
Charles McRae, CFP®, CEPA®
Sarah Meiser
Patricia Mercer
Donna Metrou
Cooper Miller
Eric Minnick
Janie Monroe, CFP®
Christine Monyak
Sean Moore
Panzie Morris
Jonathan Morris
Owen Morrow
Constantine Mulligan, CFA
Melanie Murphy, CPA
Patrick Murray, CFP®, CFA
Elizabeth Musarra, CPA, PFS
Lindsey Nadel
Douglas Nardi, CFA
Matt Nardi
Alan Ness, CFP®, AIF®
Lesa Newell
Steve Nielander, CFA
Eda Niño
Reed Nothwang, CFP®
JoAnne O’Connell
Emily O’Connor
Resmena O’Meally, CPA
Brooklyn Ogburn
Stephen Oliver, CFP®, CFA
Matt Olver, CFP®, AEP®
Javier Ordaz
Sarah Gregg Orum
Jeffrey Paladini, CFP®
Daniel Parillo
Daniel Park, CFP®
Ty Parrish, CIMA®
Nicholas Pasichuke
Cristina Paul, CFP®
Yelena Pelimskaya, CFA
Blake Perkins
Walker Phillips, CFP®, CIMA®
Bettie Pickett
Nina Pilgrim
Chris Pleshek, CPA
Quinn Portfolio, CFP®
Matthew Powell
Jacqueline Price
Hugh Quinn
Steven L. Ramirez, CFP®, CFA
Gerianne Raymundo
Thomas Richardson, CPA
Timothy Ringelstein, CFA
Jeremy Robbins, CFP®, CPA
Rhonda Robinett
Tristan Romo
Melanie Ross, CFP®
Spencer Roule
Meg Rowley
Veronica Rubio, CFP®
Salvatore Russo
Devon Ruttenberg
Alex Saikali
Sherman S. Salangad
Jorge Salazar, CFP®
Jonathan Salvato, CFP®
Minnie Yao Sanford, CFP®
Isabel Scharmer, CFA
Leonard Schlangel, CPA, JD
John Schnur
Steve Schoneman, CFA
Matthew Serkes, CFP®
Marshall Serwitz
Mary Shahian, CFP®, CDFA®, ChFC®, CKA
Deborah Shaug
LeAnn Shea
Charmaine Sherlock
Bob Shier, JD
William Shier
Samuel Short
Gary Silverman, CFA
Marcella Skenderis
Dee Slavutin, ChFC®
Robert C. Smith
Neal Smith
Meghan Smith
Javier Solis, CFP®
Paul Sommerstad, AIF®, QPFC®
Michelle Soto, CDFA®, CFP®
William Speciale, AEP®, JD
Judith Spencer
Shelby Stahr, CFP®
Ari Stanger, CPA
Philip Steele, AIF®
Caraline Stenslik
Kyler Stephens
Jennifer Stott
Robert J. Sullivan, CFP®
Alketa Sundquist
Colleen Supran, CFA
Howard Sussman, CFP®, JD
Bonnie Suveerachaimontian, ChFC®
Scott Swanson, CFA
Pam Swenson
Michael Syer, CFP®
Claudia Sykora, CPA
Ayisha Tahir
Sue Takano
Emily Taken-Vertz, CFP®
Jacob Talley
Matthew Taylor
Jonathan Taylor, CFA
Natalia Tchetchoulina
Andres Terronez
Christian Thwaites
Dan Timotic, CFA
Patrick Tobin, CFP®
Jonatán Toledo
Scott Toomasson, FPQP
Justin Topping, CFA
Brian Tu
Brandon Tutak
Tinetta Tutt
Amanda Ulczynski
Myles VanderWeele, CFP®
Christine Vandrey
Juan Vasquez
Tania Vasquez
Cynthia Venturelli, FPQP
Daniel Vignola
Steve Walker
Thayer Walker
Todd Walklett, CFA, CFP®
Angella Wallace
Eric Warbrick, CPA
Jennifer Watson, CPA
Aaron Waxman, CFP®, CPA
Gail Weiss
Larry Weissman, CFA
Craig Wells
Kim Wilkinson
EmJay Williams
Katherine Willis, CFA
Marissa Wilson
Matt Wojtowicz, CPA
Susan Wolf
Tracey Wood-Sanford, CPA
Jon Yankee, CFP®
Peter Yoon, CFA
Brendan Yospa
Dustan Zavatsky
Jeff Zych
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