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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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.