Client Advisory

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.

Education

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

Connect with Truman

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.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

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.