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Principal
Philadelphia
Client Advisory
Yelena is a Principal in the Pennsylvania office.
Prior to joining Cerity Partners, Yelena served as Director of Research at Permit Capital Advisors, LLC. She was responsible for due diligence on all new and existing managers and oversaw all aspects of the research process. Before Permit Capital Advisors, LLC, she spent seven years at Veritable, LP where she focused on manager research across a multitude of asset classes. In this role, Yelena’s responsibilities included performing due diligence on traditional and alternative strategies, as well as carrying out quantitative and risk analytics.
Q:
What should your clients know the most about you?
My passion is uncovering high-caliber investment opportunities, seeking to add value to our clients’ portfolios via a rigorous due diligence process, which weighs the benefits against associated risks. I’ve spent over 15 years doing this, primarily centered on alternative investments, but I still get up every morning energized by the challenges of my field.
What do you do in your personal life that helps you help your clients?
My guiding principle is understanding that Cerity Partners’ investment recommendations not only affect our clients’ portfolios but also have a real impact on their goals, aspirations, and lives of their families. I am a proud mother of two wonderful children, who remind me every day to focus on what is most precious in our lives.
What does the world need now more than anything?
Kindness.
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