Stephen Soviero is a financial advisor at Cerity Partners LLC based in New York, NY. He holds a Series 65 designation and has seven years of industry experience, including prior roles at AJ Wealth and Fairfield University. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Mariah Clark is a CFP® professional with 21 years of industry experience. She currently serves at Cerity Partners LLC and previously worked at Graypoint LLC and Bender Lane Advisory. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services, combining quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

Shelly Stone is a Series 63-licensed financial advisor with Cerity Partners LLC, based in New York, NY. She has 27 years of industry experience, including 25 years at Ayco/Goldman Sachs and most recently roles at Graypoint LLC and CP Client Solutions LLC. She serves as an independent co-trustee and committee member for multiple private trusts. 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 December 31, 2025. The firm offers customized wealth management services with an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Stephen Leit is a CFA® charterholder with 37 years of experience in the financial industry. He joined Cerity Partners LLC in 2026 after a long tenure at Shufro, Rose & CO., LLC. He holds Series 63 and Series 65 licenses and is based in New York, NY. Cerity Partners serves a diverse client base including individuals, families, institutions, and private funds, offering customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC based in New York, NY, holding a Series 63 designation with five years of industry experience. His prior work includes six years at Graypoint LLC (formerly JNB Advisors) and eight years at Bender Lane Advisory. Cerity Partners advises a broad client base that includes individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, and institutional investors. The firm offers customized wealth management services through a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, offering customized wealth management services such as investment management, financial planning, and tax services. The firm combines proprietary quantitative screening and manager selection with access to alternative and private market solutions, serving clients with a broad range of specialized offerings.

Jacqueline Huerter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Cerity Partners in 2025, she worked at Graypoint LLC for four years and Goldman Sachs & Co for three years. Cerity Partners advises a broad range of clients including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm delivers customized wealth management services through a client-specific investment approach that includes access to alternative and private market solutions.

Caroline Hirt is a CFP® and Series 65-registered advisor at Cerity Partners LLC with four years of industry experience. She previously worked at SVB Wealth LLC and has experience in education and golf club management before entering the financial advisory field. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, third-party strategies, and direct security selection.

Kevin Rabbitt is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and both third-party and direct security strategies, including access to alternative and private market solutions for qualified clients.

Nicole Fox is a CFP® professional with 20 years of experience in financial advising. She has worked at Cerity Partners LLC since 2023 and previously held positions at AJ Wealth, Wells Fargo Clearing, Merrill, and J.P. Morgan Securities. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and foundations, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment approach focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Derek Olsen is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at Goldman Sachs - Ayco for 22 years and Graypoint LLC for four years. Cerity Partners advises a diverse range of clients including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and emphasizes a client-specific investment approach that incorporates proprietary quantitative screening and access to alternative and private market solutions.

Susan Reese is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 66 designation with 19 years of industry experience. Her prior roles include positions at Graypoint LLC, Bender Lane Advisory, LLC, and Robertson Stephens Advisors. She also serves as trustee for multiple family trusts. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm provides customized wealth management services through a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Vonnerika Carrington is a Series 66-licensed financial advisor at Cerity Partners LLC with 16 years of industry experience. She has worked at Cerity Partners since 2019 and previously spent 12 years at The Ayco Company, L.P./Mercer Allied. Based in New York, NY, she currently serves clients through Cerity Partners’ broad range of wealth management services. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 2025. The firm employs a customized investment approach centered on client-specific profiles and asset allocation, and offers access to alternative and private market solutions along with a variety of affiliated services.

Harry Shamlian is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. His prior roles include positions at Graypoint LLC, Veracity Capital LLC, and Goldman Sachs AYCO, where he worked for 17 years. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework combining quantitative screening, manager selection, and access to alternative and private market solutions.

Lindsey Nadel is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Cerity Partners since 2014, following earlier roles at Citigroup Global Markets and Citicorp Investment Services. Lindsey is based in New York, NY. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Timothy Macherone is a financial advisor at Cerity Partners LLC based in New York, NY, holding a Series 66 designation with 20 years of industry experience. His prior roles include positions at Shade Tree Advisors LLC and Goldman Sachs AYCO, where he worked for a combined eight years. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and integrates proprietary investment strategies with access to alternative and private market solutions.

Daniel Johnson is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes multiple periods at Cerity Partners as well as roles at Virginia Tech and Preston Wealth Advisors. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and private funds, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Shannon Graziano is a financial advisor with Cerity Partners LLC in New York, NY. She holds Series 63 and Series 66 licenses and has two years of industry experience. Prior to joining Cerity Partners, she worked at Merrill, Goldman Sachs, Lucia Boutique, Power Distributors, and New York Life Company. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, combining proprietary quantitative screening with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Gerson Ossers is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2026. His prior experience includes roles at Shufro Rose & Co., Source Financial Advisors, Procyon Private Wealth Partners, UBS Financial Services, and Northwestern Mutual Investment Management. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm provides customized wealth management services through a combination of proprietary quantitative methods, direct security selection, and access to alternative investments and private market solutions.

Alicia Lasch is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Graypoint LLC and Adirondack Research & Management. Outside of her advisory role, she serves as chair of the board for the Community Foundation for the Greater Capital Region and is a member of the program committee for The Women’s Fund of the Capital Region. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a comprehensive investment framework centered on client-specific profiles and asset allocation.