Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Client and Corporate Services
Yanming is an Associate in the Boston office. As a member of the Client and Corporate Services team, Yanming is responsible for client administrative functions including billing and tax reporting.
Prior to joining Cerity Partners, Yanming was an Operations Associate at Daintree Advisors where she focused on client billing and bookkeeping. Before Daintree, she was a Client Operations Specialist at State Street.
Yanming enjoys cooking and likes to try different kinds of food.
Principal & Head of Digital Marketing
Principal & Director of Human Resources
Partner & Chief Technology Officer
Partner & Head of Operations
Partner & Head of Portfolio Management
Curious about learning more? Let’s talk.
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.