Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Partner & Chief Client Officer
Steve is a Partner based in our Costa Mesa office. As Chief Client Officer, he is responsible for growing the firm’s partnerships and client relationships. Steve also advises individuals and their families, companies and their executives, and nonprofit organizations. He is a member of the firm’s Executive Committee.
Throughout his entire career, Steve has been involved in providing investment and wealth management services to private and institutional clients. Prior to joining Cerity Partners, he was the President of Cantor Fitzgerald Capital, where he was responsible for leading the firm’s strategy, intermediary relationships, client development, and growth. Steve also held executive leadership positions with two leading investment firms. He began his career as a Private Banker with J.P. Morgan.
Partner & Chief People Officer
Tom Cohn, CFA
Partner & Chief Solutions Officer
Partner & Chief Financial Officer
Partner & Chief Operating Officer
Partner & Chief Revenue Officer
Partner & Chief Experience Officer
Partner, President & CEO
Partner & Chief Marketing Officer
Partner & Head of Partner Development
Partner & Chief Investment Officer
Joe Reeves, CFP®
Partner & Market Leader
Partner & General Counsel
Larry Sussman, CFA
Partner & Head of Corporate Finance
Partner & Chief of Staff
Partner & Chief Training and Quality Officer
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.