Client Advisory


Yelena is a Principal in the Pennsylvania office. She is a member of Cerity Partners’ Investment Office and is responsible for the firm’s long-only and private real estate & real assets manager research efforts. Yelena is also a member of the firm’s Investment, Manager Research, Private Markets, and Retirement Plan Investment Committees. She has over 15 years of experience in conducting manager due diligence.

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 across alternative and traditional strategies. Before Permit Capital Advisors, LLC, Yelena spent seven years at Veritable, LP where she focused on manager research across a multitude of asset classes.


  • M.S. in Economics from Lehigh University
  • B.S. in Astrophysics with honors from Lehigh University


  • Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of Philadelphia

Q & A


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?


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