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

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