Client Advisory


Talene is an Associate in the Austin office and a member of the Cerity Partners Private Capital Team. In this role, her duties include investment due diligence and market research and analysis.

Prior to joining Cerity Partners, Talene applied her expertise in a similar capacity as an Associate at Agility. Before that, she was a Portfolio Valuation Analyst for Duff & Phelps. Her primary responsibilities included valuing positions in illiquid securities, conducting financial due diligence, and preparing client deliverables. Talene previously completed internships with Greenleaf Succession Capital and Mercer, among other employment and internship opportunities.

When Talene is not in the office, she enjoys Pilates, cooking, and paddle boarding on Lady Bird Lake.


  • M.S. in Finance from the Texas McCombs School of Business
  • B.A. in Public Policy and with a minor in Business from Vanderbilt University

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