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Partner & Chief Technology Officer
Stefan is the Chief Technology Officer and a Partner in the New York office. He is responsible for the ongoing development, release management, and supervision of the firm’s technology platform. Stefan serves as a member of the firm’s Leadership Team, Cybersecurity & Risk Steering Committee, and Cyber Response Team.
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.
Partner & Chief People Officer
Partner & Chief Solutions Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer for Client Service & Development
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner & Chief Experience Officer
Partner & Chief Talent Officer
Partner, President & CEO
Partner & Head of Partner Development
Partner & Chief Investment Officer
Partner & Head of Workplace Solutions
Partner & Head of Operations
Partner & National Practice Leader
Partner & Chief Marketing Officer
Partner & General Counsel
Partner & Head of Corporate Finance
Partner & Head of Portfolio Management
Partner & Chief Client Officer
Partner & Chief Training and Quality Officer
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Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
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Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
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