Client and Corporate Services

Biography

Teppo is a Senior Associate in the San Francisco office. His responsibilities include new client account set up, and maintenance of all account settings as well as providing ad hoc support to the various advisory teams. In this role, Teppo ensures the integrity of all information and data.

Prior to joining Cerity Partners, Teppo worked as a Portfolio Operations Associate at B|O|S, providing account and data management support. Prior to B|O|S, Teppo spent nearly 10 years in various investment management operations roles. He started his finance career in international bond trade settlements and also served in a Portfolio Administrator position with a San Francisco investment manager.

 

Education

  • B.S. in Financial Management from Lahti Polytechnic in Finland

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