Stephen Leit, CFA

Stephen Leit is a Partner in the New York office. He has more than 50 years’ experience helping high and ultra-high net worth families, endowments, and foundations achieve what matters most to them. Stephen believes the primary goal of his work is to provide his clients with financial peace of mind and the freedom to spend their time and resources exactly how they choose.

Prior to joining Cerity Partners, Stephen was a Principal and Senior Financial Advisor at Shufro, Rose & Co., an 88-year-old Registered Investment Advisor, where he succeeded the firm’s founder in managing his client relationships. Stephen co-managed the Contant-Leit Group, growing the team to nine professionals dedicated to helping clients with their very human financial challenges and opportunities. Stephen is particularly proud to have opened the Contant-Leit Group’s first fifth generation relationship in 2025.

Before Shufro, Rose, Stephen spent 13 years as an investment analyst at institutional research and investment firms including Neuberger Berman and Wertheim & Co.

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