Teppo is a Senior Associate based in the San Francisco office where he manages client account data. His duties 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.
Teppo earned his Bachelor of Science in Financial Management from Lahti Polytechnic in Finland.
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