Robert Amato is a CFP®-certified financial advisor with 23 years of industry experience. He currently works at Cerity Partners LLC and has previously held positions at Compass Wealth Management LLC, Triad Advisors Inc, Morgan Stanley, Citigroup Global Markets, and Merrill. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, providing customized wealth management services that combine quantitative screening, manager selection, and access to alternative and private market solutions.

Matthew Serkes is a CFP® with three years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2020. Prior to joining Cerity Partners, he worked at Executive Monetary Management from 2011 to 2019. Based in New York, NY, he holds professional credentials relevant to financial planning and wealth management. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm provides customized wealth management services and employs an investment approach that integrates proprietary quantitative screening and a mix of third-party and direct security selection, with additional access to alternative and private market solutions for qualified clients.

Michael Mannix is a CFP® certificant and financial advisor with Cerity Partners LLC, based in New York, NY, with seven years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC, Graypoint LLC, and The AYCO Company, L.P./Mercer Allied. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutional investors, and charitable entities, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and combines proprietary quantitative methods with both third-party strategies and direct securities selection, providing access to alternative investments and co-investment opportunities.

Lila Martinez Perez is a financial advisor at Cerity Partners LLC in New York, NY. She holds a Series 65 designation and has been with Cerity Partners since 2026. Her prior experience includes roles at the University of Pennsylvania and Fyffes North America, along with a full-time educational background through 2022. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers customized wealth management services and employs a client-specific investment approach that incorporates proprietary quantitative methods, third-party strategies, and access to alternative and private market solutions.

Kim Saba is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Graypoint LLC and Hugh Johnson Advisors. Outside of her advisory role, she serves on the board of the Warren-Washington-Albany ARC, a foundation supporting people with intellectual and developmental disabilities. 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. The firm offers customized wealth management services and access to alternative and private market solutions through a client-specific investment approach.

Christopher Burrows is a financial advisor at Cerity Partners LLC in New York, NY, with five years of industry experience. He previously worked at Emm Wealth from 2009 to 2020 before joining Cerity Partners. Cerity Partners provides wealth management services to a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, overseeing approximately $166.2 billion in client assets as of December 31, 2025. The firm employs a customized investment approach based on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security strategies, while also offering access to alternative and private market solutions for qualified clients.

Brendan Walsh is a financial advisor at Cerity Partners LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Graypoint LLC and Atlas Private Wealth Management, LLC. Based in New York, NY, he has been with Cerity Partners since 2025. 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 offers customized wealth management services and employs a client-specific investment framework that includes proprietary quantitative screening, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Anna Cappucci is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. She has been with Cerity Partners since 2024 following completion of her education. Cerity Partners advises a wide range of clients, including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and combines proprietary quantitative methods with third-party strategies and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Lisa Paczkowski is a CFP® with 28 years of industry experience, currently with Cerity Partners LLC since 2026. She previously worked at UBS Financial Services for nine years and spent 21 years at AYCO, a Goldman Sachs company, where her role included rendering tax and other financial advice as part of providing financial counseling services. Cerity Partners advises a broad client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and an investment approach that incorporates client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Savannah Lewis is a financial advisor with Cerity Partners LLC in New York, NY, holding a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she worked at The Ohio State University for four years and was employed at Riverbend Music Center for three years. Outside of her advisory role, her background includes several years in full-time education. 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 December 2025. The firm offers customized wealth management services and employs an investment framework 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.

Harvey Wacht is a financial advisor at Cerity Partners LLC with Series 63 and Series 65 credentials and 54 years of industry experience. He previously worked for Purshe Kaplan Sterling Investments and Shufro Rose & Co., LLC, where he served as Senior Managing Director and portfolio manager. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and integrates proprietary quantitative methods with third-party strategies, as well as access to alternative and private market investment solutions.

Robert Schwagerl is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He has been with Cerity Partners since 2020 and previously worked at Executive Monetary Management from 2000 to 2019. Cerity Partners advises a broad client base, including high-net-worth individuals, families, 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 based on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Marc Milano is a financial advisor at Cerity Partners LLC with one year of industry experience and holds the Series 65 designation. Prior to joining Cerity Partners, he worked at Vassar College and CRC Group and spent eight years in full-time education. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, 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 employs a client-specific investment framework that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Dustan Zavatsky is a CFP® at Cerity Partners LLC with three years of industry experience. He previously worked at IndexIQ Advisors LLC for five years before joining Cerity Partners. He serves on the investment committee of The Peninsula College Fund, an endowment for first-generation college students. Cerity Partners advises a diverse client base ranging from individuals to institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach incorporating quantitative screening, manager selection, and access to alternative and private market solutions.

Lysa McMahon is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 63 designation and previously worked at Graypoint LLC and Bender Lane Advisory. McMahon serves as a co-trustee for a family trust. Cerity Partners advises a wide range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and periodic rebalancing alongside third-party strategies and direct security selection.

Hamza Elhabbal is a financial advisor at Cerity Partners LLC with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Graypoint LLC, EU Business School, The Ayco Company LP/Mercer Allied/Goldman Sachs & Co. LLC, and Le Moyne College. Cerity Partners advises a broad 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 employs an investment framework combining proprietary quantitative screening, manager selection, and both third-party and direct security strategies, with access to alternative and private market solutions for qualified clients.

Marco Moreno Garcia is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Baja Wealth Advisors LLC for eight years and Poplr Inc. for one year. He is based in New York, NY. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and rebalancing with access to alternative and private market solutions.

Ryan Rosmarin is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with six years of industry experience. His prior work includes roles at Graypoint LLC and Goldman Sachs Ayco. 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 offers customized wealth management services and utilizes a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Daniel Curran is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC for six years and Bender Lane Advisory, LLC for five years before joining Cerity Partners. Cerity Partners provides wealth management services to a diverse client base, including high-net-worth individuals, families, institutions, and private funds, overseeing approximately $166.2 billion in assets as of December 31, 2025. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Patrick Murray is a CFP®, CFA®, and Series 66 registered financial advisor with Cerity Partners LLC in New York, NY. He has six years of industry experience, all with Cerity Partners, where he has been employed since 2014. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services, utilizing a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.