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Biography

Yuliya is an Associate in the Chicago office. She works closely with advisors as a member of the firm’s Investment Advisory Practice helping provide individuals, families, and nonprofit organizations with comprehensive financial planning.

Prior to joining Cerity Partners, Yuliya was a member of iCapital’s data solutions team where she specialized in alternative investment analytics and portfolio data management. In this role, she developed proficiency in translating complex financial data into actionable insights for institutional clients and wealth management platforms. Her experience in data solutions has provided her with an analytical foundation that enhances her ability to deliver sophisticated financial planning strategies and support clients’ investment decision-making processes.

Education

  • BSB from DePaul University

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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.