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Client Advisory

Biography

Tony is a Principal in the Cleveland office. He provides financial advice to individuals, families, businesses, and nonprofits.

He joined Cerity Partners in 2017 after three years as a portfolio manager with Sigma Investment Counselors. Prior to Sigma, Tony was with Spero-Smith Investment Advisers for eight years as a portfolio manager and financial planner.

Education

  • B.A. in Business Administration with a concentration in Quantitative Analysis from the University of Mount Union

Highlights

  • Actively involved with the Positive Coaching Alliance, a nonprofit devoted to Better Athletes Better People
  • Member of the board of the Hillcrest Rotary Club
  • Was appointed to the city of Euclid’s Audit and Finance Committee

Q & A

Q:

How would you describe your best day doing what you do?

My best days are those in which I have a lot of interactions with clients, colleagues, and friends and have the opportunity to listen, share perspectives, and provide peace of mind. These are typically the days that fuel me and make me a better husband and father at home.

Who inspired you to pursue your career in financial management? How?

A former coach. I remember watching him play, then he coached me, then he hired me, and he still inspires me. He is the kind of person that you always want to spend more time with and hope that people feel the same way about you. His energy, dynamic personality, and empathy are only a few of his gifts.

What kind of clients work best for you?

Small business owners, executives, and the millionaires next door that value advice and time.

Meet Our  Client Advisory Colleagues

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David Aaron

Partner & Market Leader

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Louis P. Abel, CFA, CAIA

Partner

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Rozeta Abovian, CTFA

Partner

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Lloyd Abramowitz

Partner & Practice Leader

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Larry Adams, CPFA, AIF®

Partner

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Samuel Afari-Aikins, CFP®, CKA

Partner

Maria Aguirre

Associate

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Karim Ahamed, CFA

Partner

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Chris Akamine, CFP®

Partner

Mark Andersen

Partner

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Helen Anderson

Principal

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Sean Angelis, CFP®

Principal

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Karen Angrisano

Principal

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Lynne Anicete

Associate

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Gary Arakawa, CFA, CFP®

Partner

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Christopher Arotin, AIF®, CFP®

Principal

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Cheryl Athas

Senior Associate

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Barbara Attardo, AEP®, CFP®

Partner

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Richard Azarloza, CFA, CFP®

Partner & Market Leader

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Chris Bagileo

Associate

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Ian Bai, CFP®

Principal

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Samuel Bain, Jr.

Partner & Market Leader

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Julie Banda

Senior Associate

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Chelle Barberena

Principal

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Carrie Barlow

Associate

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John Basford

Partner & Market Leader

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David Beatty, CFP®

Partner & Market Leader

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Laurie Belew, CFP®

Partner & Market Leader

Abigail Bell

Associate

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Joshua Berdet, CFP®

Principal

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Jeffrey Blanchard, CFA

Principal

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Andrew Blumenthal, CFP®

Partner

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Debra Boerger, CFP®

Principal

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Doug Bonaquist

Partner

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Hugues Le Bras

Principal

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Amanda Brummel

Principal

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Kevin Buckley, CFP®

Partner

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Brenda Bujanauskaite

Associate

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Erica Bunnell, CFP®

Principal

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Craig Burger, CFA

Partner

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Christopher Burrows

Partner

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Azaian Cagalingan

Associate

Megan Caldarelli

Associate

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Erica Cameron, CFP®

Partner

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Matthew Canner

Partner

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Dawn M. Carpenter

Associate

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Vonny Carrington

Partner

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Andrea Casas

Associate

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Mark Castell, CPA

Partner

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Ricardo Castro

Senior Associate

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Onari Tariah, CFP®

Principal

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Eric Chang, CFA

Principal

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Cecilia Chen, CFA

Principal

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Paul Chmielewski

Partner

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Jake Clemens, CFA, CFP®

Principal

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Tom Cohn, CFA

Partner & Deputy Chief Investment Officer

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JD Costello

Associate

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Meghan Cottrell

Associate

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Ralph Coutant, CFA, CMT

Principal

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Brendan Cunningham

Associate

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William T. Curran, CIMA®

Partner

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Paul D’Elia, CFP®

Partner

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Darlene Dahl, AEP®, CDFA®, CPA, PFS

Partner

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Elizabeth Dawson, CFA, CFP®

Principal

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Brett Dearing

Partner

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Elizabeth Delude, CFA

Principal

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Joel DeMaria, CFP®

Partner

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Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

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Joseph DiGregorio

Associate

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Michael Disharoon, CFA

Partner

Cheryl Donaldson

Principal

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Kevin Dorwin

Partner & Market Leader

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Katrin Doyle

Principal

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Mimi Drake

Partner & Market Leader

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Sarah Dudack

Associate

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Justin DuMouchelle, CFA, CFP®

Partner

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Pierre duPont

Partner

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Rebecca Dutka, CFA

Partner

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Jennifer Ellison, CFA

Partner

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Megan Endersby

Senior Associate

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Cecilia Fajardo

Principal

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Jessica Farrell

Partner

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Kimberly Fields

Senior Associate

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Kellye Fields

Associate

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Patrick Fischbach

Principal

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Andrew Fisher, CFA, CPA

Partner

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Victoria Flores-Manrique, CTFA

Senior Associate

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Jessica Foley

Principal

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Kent Forkner

Partner

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Candice Frank

Senior Associate

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Kathy Freed, CFP®

Principal

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Shadrack Frempong

Senior Associate

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Virginia Frisch

Associate

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Sam Garcia, CFP®

Principal

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Doug Garrison, CFP®

Partner

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Stephanie Gervacio

Associate

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Thomas Giddings

Partner

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Garrett Gillett

Senior Associate

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Jeffrey Glassman

Partner

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Richard Golinski, CFA

Partner

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Caroline Good

Associate

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John Goott, AIF®, CFP®

Partner

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Daniel Goott, CFP®, CIMA®

Partner & Market Leader

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Judith Gordon

Principal

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Dajion Grant

Senior Associate

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Shelia Gray

Principal

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Cameron Grimm

Associate

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Alexander Gross, CFP®, AEP®, CPA/PFS

Partner

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Theresa Guinto

Associate

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Hunter Haley, CFP®, CPA

Principal

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Jill Hardesty

Associate

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Rick Harris

Principal

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Lissa Harris

Principal

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Susan Hartley-Moss, CTFA

Partner

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Erica Hartog, CPA

Partner

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Matthew Heath, CFP®

Principal

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Andrew Helfont, CFA

Partner

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Delia Hernandez

Principal

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Elizabeth Hicks

Senior Associate

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Rachel Highbarger

Senior Associate

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Rebecca Hilchey

Associate

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Ann Marie Hindley

Associate

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Caren Holzhauer

Associate

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George Hubbard

Partner

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Connor Hufer

Associate

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John Hyman, CIMA®

Partner

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James Izard II, CFP®

Partner

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Jack H. Scaff III

Partner

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Henry “Sandy” Harris III, CFA

Partner

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Rhonda Inskeep

Associate

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Stephen Janachowski

Partner

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Alex Jimenez

Partner

Linda Jin

Principal

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Kathryn Jodon

Principal

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Blake Johnson, CFP®

Principal

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Anne Johnston, CFP®

Partner

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Nicole Joko

Principal

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André De Jong, FPQP

Associate

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Wickliffe Lyne, Jr.

Principal

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David Jumper, CFA

Partner

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Evan Kaplan, CFP®, CFA

Principal

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Tom Karsten

Partner & Market Leader

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Robert Katz, CFP®

Partner

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Carl Kaufman

Associate

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Mickey Keating, CFP®

Senior Associate

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Kathryn Kennedy, CFP®, CPA, JD

Partner

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Hannah Kim

Senior Associate

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Kate Kittinger, AEP®

Principal

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Ekaterina Klimentova, CPA, CDFA®

Partner

Jeffrey Knight

Associate

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Jessica Kobaly

Senior Associate

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Allen Kozel, CFP®

Principal

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Kati Krause

Principal

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Geoffrey Kuli, CFA

Partner

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Steve Kurosko, CSRIC®

Partner & Market Leader

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Patrick Labriola

Principal

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Jeffrey Lancaster, CFP®

Partner

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Adam B. Landau, CAIA

Partner

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Amy Lange, CFA, CFP®

Partner

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Gerry Larr

Partner

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Greg Larson, CSRIC®

Senior Associate

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Kristen LaSasso

Senior Associate

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James Lebenthal, CFA

Partner & Chief Equity Strategist

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Christine Lee, CFP®

Principal

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Rita Lee, CPA, CDFA®, CGMA®, PFS

Partner

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John Lee, CFP®

Senior Associate

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Cameron Lehrmann, CPA

Principal

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Ryan P. Leitch

Associate

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Edward Liberman

Principal

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Andy Lin

Associate

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Dwight Liu

Principal

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Richard Long, CFA

Principal

Christina Lum

Associate

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Phong Luu, CFA

Principal

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Anne Lyons

Associate

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Lyle Maasdorp, CFP®

Principal

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Steve Malbasa

Partner

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Julia Malin

Associate

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Jacqualyn Malloy

Senior Associate

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Jessica Marshall

Associate

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Samuel Martin, AIF®, CRPS®

Principal

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Peter Martin, CPA

Partner

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Joseph Matus, CFA

Senior Associate

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Ray McCarthy, CPA

Principal

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Doug McCrea

Partner

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Paul McGloin

Partner

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Timothy McNally, CPA, CIMA®

Principal

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Kelly McNerney, CFP®

Principal

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Charles McRae, CFP®, CEPA®

Principal

Sarah Meiser

Senior Associate

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Ruby Mendoza

Associate

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Patricia Mercer

Associate

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Donna Metrou

Principal

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Cooper Miller

Associate

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Eric Minnick

Principal

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Janie Monroe, CFP®

Principal

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Christine Monyak

Associate

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Sean Moore

Partner

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Panzie Morris

Senior Associate

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Jonathan Morris

Principal

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Owen Morrow

Associate

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Constantine Mulligan, CFA

Partner

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Melanie Murphy, CPA

Senior Associate

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Patrick Murray, CFP®, CFA

Partner

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Elizabeth Musarra, CPA, PFS

Partner

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Lindsey Nadel

Partner

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Douglas Nardi, CFA

Partner

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Matt Nardi

Associate

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Alan Ness, CFP®, AIF®

Partner

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Lesa Newell

Senior Associate

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Steve Nielander, CFA

Partner

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Eda Niño

Associate

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Reed Nothwang, CFP®

Principal

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JoAnne O’Connell

Principal

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Emily O’Connor

Principal

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Resmena O’Meally, CPA

Partner

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Brooklyn Ogburn

Associate

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Stephen Oliver, CFP®, CFA

Partner

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Matt Olver, CFP®, AEP®

Partner

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Javier Ordaz

Senior Associate

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Sarah Gregg Orum

Principal

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Jeffrey Paladini, CFP®

Partner

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Daniel Parillo

Principal

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Daniel Park, CFP®

Partner

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Ty Parrish, CIMA®

Partner & Practice Leader

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Nicholas Pasichuke

Associate

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Cristina Paul, CFP®

Partner

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Yelena Pelimskaya, CFA

Principal

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Blake Perkins

Senior Associate

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Walker Phillips, CFP®, CIMA®

Partner

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Bettie Pickett

Associate

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Nina Pilgrim

Senior Associate

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Chris Pleshek, CPA

Senior Associate

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Quinn Portfolio, CFP®

Principal

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Matthew Powell

Senior Associate

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Jacqueline Price

Associate

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Hugh Quinn

Associate

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Steven L. Ramirez, CFP®, CFA

Principal

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Gerianne Raymundo

Senior Associate

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Thomas Richardson, CPA

Partner

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Timothy Ringelstein, CFA

Principal

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Jeremy Robbins, CFP®, CPA

Principal

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Rhonda Robinett

Principal

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Tristan Romo

Principal

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Melanie Ross, CFP®

Principal

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Spencer Roule

Senior Associate

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Meg Rowley

Partner & Market Leader

Veronica Rubio, CFP®

Partner

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Salvatore Russo

Partner

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Devon Ruttenberg

Partner

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Alex Saikali

Associate

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Sherman S. Salangad

Senior Associate

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Jorge Salazar, CFP®

Senior Associate

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Jonathan Salvato, CFP®

Principal

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Minnie Yao Sanford, CFP®

Principal

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Isabel Scharmer, CFA

Partner

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Leonard Schlangel, CPA, JD

Partner

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John Schnur

Associate

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Steve Schoneman, CFA

Partner

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Matthew Serkes, CFP®

Principal

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Marshall Serwitz

Partner

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Mary Shahian, CFP®, CDFA®, ChFC®, CKA

Partner

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Deborah Shaug

Principal

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LeAnn Shea

Associate

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Charmaine Sherlock

Senior Associate

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Bob Shier, JD

Partner

William Shier

Associate

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Samuel Short

Associate

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Gary Silverman, CFA

Partner

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Marcella Skenderis

Associate

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Dee Slavutin, ChFC®

Partner

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Robert C. Smith

Partner & Market Leader

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Neal Smith

Principal

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Meghan Smith

Principal

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Javier Solis, CFP®

Partner

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Paul Sommerstad, AIF®, QPFC®

Partner

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Michelle Soto, CDFA®, CFP®

Partner

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William Speciale, AEP®, JD

Partner

Judith Spencer

Associate

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Shelby Stahr, CFP®

Principal

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Ari Stanger, CPA

Principal

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Philip Steele, AIF®

Partner

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Caraline Stenslik

Senior Associate

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Kyler Stephens

Associate

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Jennifer Stott

Associate

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Robert J. Sullivan, CFP®

Partner

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Alketa Sundquist

Senior Associate

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Colleen Supran, CFA

Partner

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Howard Sussman, CFP®, JD

Principal

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Bonnie Suveerachaimontian, ChFC®

Principal

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Scott Swanson, CFA

Partner

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Pam Swenson

Senior Associate

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Michael Syer, CFP®

Principal

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Claudia Sykora, CPA

Principal

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Ayisha Tahir

Principal

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Sue Takano

Associate

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Emily Taken-Vertz, CFP®

Principal

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Jacob Talley

Senior Associate

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Matthew Taylor

Partner

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Jonathan Taylor, CFA

Partner

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Natalia Tchetchoulina

Partner

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Andres Terronez

Senior Associate

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Christian Thwaites

Partner

Dan Timotic, CFA

Partner

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Patrick Tobin, CFP®

Principal

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Jonatán Toledo

Associate

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Scott Toomasson, FPQP

Principal

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Justin Topping, CFA

Partner

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Brian Tu

Principal

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Brandon Tutak

Senior Associate

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Tinetta Tutt

Associate

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Amanda Ulczynski

Senior Associate

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Myles VanderWeele, CFP®

Partner

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Christine Vandrey

Senior Associate

Juan Vasquez

Associate

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Tania Vasquez

Principal

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Cynthia Venturelli, FPQP

Principal

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Daniel Vignola

Associate

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Steve Walker

Partner

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Thayer Walker

Principal

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Todd Walklett, CFA, CFP®

Partner

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Angella Wallace

Associate

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Eric Warbrick, CPA

Principal

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Jennifer Watson, CPA

Principal

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Aaron Waxman, CFP®, CPA

Partner

Gail Weiss

Senior Associate

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Larry Weissman, CFA

Partner

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Craig Wells

Partner

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Kim Wilkinson

Partner

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EmJay Williams

Associate

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Katherine Willis, CFA

Partner

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Marissa Wilson

Associate

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Matt Wojtowicz, CPA

Principal

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Susan Wolf

Partner

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Tracey Wood-Sanford, CPA

Partner

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Jon Yankee, CFP®

Partner & Market Leader

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Peter Yoon, CFA

Principal

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Brendan Yospa

Associate

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Dustan Zavatsky

Senior Associate

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Jeff Zych

Partner

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