Client and Corporate Services


Whitney is a Senior Associate based in the San Francisco office. She is a member of the firm’s Client and Corporate Services team, contributing to the firm’s marketing strategy and providing business development support to colleagues. Her primary focus is on organic digital marketing, including website development, organic social media and email.  Whitney has over 9 years of experience in marketing within 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.


  • B.S. in Business Administration and Marketing from the College of Charleston


  • Active volunteer in the Boston community
  • Member, 100 Women in Finance Association and Foundation

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