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William is a Principal in the Virginia office.
Prior to joining Cerity Partners, William was the Chief Financial Officer at Palladium Partners LLC. His responsibilities included overseeing all technological aspects of the firm, in addition to assisting in functions including investment selection, asset allocation and trading. Prior to Palladium Partners LLC William worked for 7 years as a sell-side equity research analyst with BB&T Capital Markets and Stephens Inc. in Richmond, VA covering transportation related securities. He began his career in public audit with Deloitte.
Amy Banker, AIF®
Marie Del Bove
Principal & Director of Human Resources
Principal & Chief Compliance Officer
Zoe Kreca, CFP®
Principal & Director of Technology
Geoffrey Newman, CPA
Krissi Paczolt, CPA
Andrea Castillo Pena
Jack Riehemann, CFA
Robert Schwagerl, CMT, CFTe
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