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Biography

Sway is an Associate in the Los Altos office. He is a member of the firm’s Wealth Management practice and is responsible for delivering investment advisory and wealth planning services to high-net worth individuals, families, foundations, businesses and their employees.

Prior to joining Cerity Partners, Sway was an intern at PricewaterhouseCoopers (PwC) in the advisory team.

In his spare time, Sway enjoys playing golf, pickleball, and rooting for the Golden State Warriors.

Education

  • B.S. in Finance, San Diego State University

Highlights

  • Series 65 license holder

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.