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Principal & Director of Technology
Client and Corporate Services
Stefan is the Director of Technology and a Principal in the New York office. He is responsible for the ongoing development, release management, and supervision of the firm’s technology platform.
Prior to joining Cerity Partners, Stefan was the Director of Technology at GM Advisory Group, a Registered Investment Advisor in New York. Before GM Advisory Group, he was the Vice President of Technology at Dynasty Financial Partners, where he managed a team that worked with over 40 RIA’s across the US in leveraging technology to scale their businesses.
Cybersecurity attacks are on the rise. Check out 5 tips from Stefan Ludlow, Director of Technology, and Partner Pierre duPont to help protect yourself.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Geoffrey Newman, CPA
Krissi Paczolt, CPA
Andrea Castillo Pena
Jack Riehemann, CFA
Robert Schwagerl, CMT, CFTe
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