Back to All People

Client Advisory

Biography

Wyatt is a Client Service Associate in the Chicago office. He is a member of the Executive Financial Counseling team, providing administrative and operational assistance to clients and advisors.

Prior to joining Cerity Partners, Wyatt attended the University of Wisconsin Madison where he studied Economics and Art History. In his spare time, Wyatt enjoys college football, concerts, and museums.

Education

  • B.A in Economics and Art History from the University of Wisconsin Madison

Request an Introduction to Wyatt Allen

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

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with the advisor well suited to your needs.

Doug Bonaquist's headshot

Doug Bonaquist

Partner

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Doug Bonaquist

Partner

Doug Bonaquist's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Chase Norcini

Senior Associate

Individuals and Families

Tax-Aware Investing with Long-Short Equity Strategies

August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…

Joseph Matus

Principal

Individuals and Families

Opportunity Zones Under the One Big Beautiful Bill Act

August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed…

Natalia Tchetchoulina

Partner

Individuals and Families

The Vintage Advantage: Collecting Luxury Goods

August 13, 2025 - Vintage, or pre-owned, luxury goods—including rare watches, handbags, and couture clothing—are surging in popularity. In 2024, the term “vintage,” which generally refers to items that…

Learn about our Privacy Policy

By submitting the form, 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.