Abraham Israeli is a CFP®, CFA®, and Series 65 designated advisor at Cerity Partners LLC with eight years of industry experience. He previously worked at Kennedy Wealth Management, LLC, and founded Running Point Capital Advisors, LLC. Israeli also has experience as an independent insurance agent. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and customized private market solutions.

James Schlager is a CFP® certificant with 37 years of industry experience. He is currently a financial advisor at Cerity Partners LLC and has previously worked at Running Point Capital Advisors, ValMark Securities, Moss Adams Securities & Insurance, Moss Adams Wealth Advisors, Threadline Wealth, and Sentra Securities Corporation. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework incorporating proprietary quantitative methods, direct security selection, and access to alternative and private market solutions.

Daniel Kerr is a CFP® with nine years of experience in the financial advisory industry. He is currently with Cerity Partners LLC, where he has worked since 2026. Prior to that, he was with Running Point Capital Advisors, Mission Wealth, and Moss Adams Wealth Advisors. Kerr volunteers as the Director of Investments for the South Bay Police and Fire Memorial Foundation. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services through client-specific investment profiles and combines proprietary quantitative screening with both third-party strategies and direct security selection, including access to alternative and private market solutions for qualified clients.

Michael Schulman is a CFA® charterholder with 19 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Running Point Capital Advisors, Hollencrest Capital Management, and Double Eagle Partners. Cerity Partners advises a wide range of clients including individuals, families, institutions, and private funds, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies, with access to alternative and private market solutions for qualified clients.

Elizabeth Desousa is a CFP® professional with 15 years of industry experience currently serving at Cerity Partners LLC since 2026. Her prior roles include leadership positions at Running Point Capital Advisors, Mercer Global Advisors, Duckworth Wealth Advisors, and Girard Securities. She is a non-shareholder director of an engineering firm and serves as trustee and chair of the investment committee for the Girl Scouts of Orange County. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of year-end 2025. The firm offers customized wealth management services that integrate proprietary investment processes with access to private market and alternative investment solutions.