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Client and Corporate Services
Whitney is a Senior Associate in the Boston office. She is a member of the firm’s Client and Corporate Services team, providing marketing and operational support to colleagues. Her responsibilities include content design, marketing automation and PR. Whitney has over 8 years of experience in the financial services industry.
Prior to joining Cerity Partners, Whitney was a Marketing and Operations Associate with Bainco International Investors. Her responsibilities included project coordination, brand management and quality control of marketing materials. Whitney also supported the firm’s day-to-day operations, creating a positive and professional environment for clients and colleagues.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Lenèe Dirzuweit, IACCP®
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Krissi Paczolt, CPA
Andrea Castillo Pena
Robert Schwagerl, CMT, CFTe
Marie C. Smith, CFP®
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