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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.

Ruby earned her Bachelor of Arts in Social Sciences from California State University, Stanislaus.

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