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Biography

Truman is an Associate in the New York office. He is responsible for providing analytical support to the financial planning and client service team members.

Prior to joining Cerity Partners, Truman served as a Junior Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services. Before AJ Wealth, he interned at Barometer Capital in Toronto, Canada. Additionally, he was AJ Wealth’s Summer Intern in 2020.

Learn more about Cerity Partners Family Office.

Education

  • B.S. from the Kenan-Flagler Business School at the University of North Carolina

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By submitting the form, 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.