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.
Client and Corporate Services
Steven is an Associate based in New York. He provides office management support to the New York office and administrative support throughout the entire firm. Steven has over 10 years of experience and a wide range of knowledge in accounting and administrative assistance.
Prior to joining Cerity Partners, Steven was an Accounts Payable Specialist for Entertainment Partners & an Executive Administrative Associate at Halstead Management Services, LLC.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
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