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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.
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