Kim Saba is a financial advisor at Cerity Partners LLC with five years of industry experience. She previously worked at Graypoint LLC and Hugh Johnson Advisors. Outside of her advisory role, she serves as a foundation board member for the Warren-Washington-Albany ARC, an organization supporting people with intellectual and developmental disabilities. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and periodic rebalancing, combining proprietary quantitative screens with third-party managers and individual securities as appropriate.

Christopher Burrows is a financial advisor at Cerity Partners LLC in New York, NY, with four years of industry experience. He has worked at Cerity Partners since 2020 and previously spent eleven years at Emm Wealth. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments. Cerity customizes portfolios with diversified asset allocation and integrates proprietary quantitative screening alongside third-party managers.

Brendan Walsh is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Graypoint LLC and Atlas Private Wealth Management, LLC. He is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Anna Cappucci is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. She has been with Cerity Partners since 2024 following her academic studies. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors, managing approximately $126.9 billion in assets. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and customized portfolios.

Lisa Paczkowski is a CFP® professional with 28 years of industry experience. She is currently with Cerity Partners LLC and previously worked at UBS Financial Services for nine years and AYCO, a Goldman Sachs company, for 21 years. Her background includes providing tax and financial advice as part of her role at AYCO. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and periodic rebalancing through proprietary quantitative screens alongside third-party managers and individual securities.

Savannah Lewis is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, she worked at The Ohio State University and Riverbend Music Center and spent six years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, with approximately $126.9 billion in client assets under management. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Robert Schwagerl is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with four years of industry experience. He has been with Cerity Partners since 2020 and previously worked at Executive Monetary Management for 19 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors, managing approximately $126.9 billion in client assets. The firm provides a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Marc Milano is a financial advisor at Cerity Partners LLC with a Series 65 credential. He has transitioned from a background in education, including two years at Vassar College, to the financial industry beginning in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a variety of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Dustan Zavatsky is a CFP® at Cerity Partners LLC in New York, NY, with two years of industry experience. He previously worked at IndexIQ Advisors LLC for five years. Zavatsky serves on the investment committee of The Peninsula College Fund, an endowment supporting first-generation college students. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screens with third-party managers and individual securities.

Lysa McMahon is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 63 designation and has previously worked at Graypoint LLC and Bender Lane Advisory. Outside of her advisory role, she serves as co-trustee for the Peggy and Scott Sampson Trust. Cerity Partners provides customized wealth management services to a diverse national client base, including high-net-worth individuals, families, and institutions. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening alongside third-party managers to build client portfolios.

Hamza Elhabbal is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds a Series 66 designation and has worked previously at Graypoint LLC, EU Business School, The Ayco Company LP/Mercer Allied/Goldman Sachs & Co. LLC, and Le Moyne College. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio construction.

Marco Moreno Garcia is a financial advisor at Cerity Partners LLC with a Series 65 credential and over eight years of experience in the industry. His prior roles include positions at Baja Wealth Advisors LLC and Poplr Inc. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing customized, diversified portfolios and access to alternative and private-market investments.

Ryan Rosmarin is a financial advisor at Cerity Partners LLC with six years of industry experience. He previously worked at Graypoint LLC and Goldman Sachs Ayco. Based in New York, NY, he holds a Series 63 designation. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and alternative investment access, with an emphasis on diversified asset allocation and customized portfolios.

Daniel Curran is a financial advisor at Cerity Partners LLC with five years of industry experience. He previously worked at Graypoint LLC for six years and Bender Lane Advisory, LLC for five years. He holds a Series 63 designation. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screening to build client programs across discretionary and non-discretionary portfolio management, financial planning, and alternative investments.

Patrick Murray is a financial advisor at Cerity Partners LLC in New York, NY. He holds the CFP®, CFA®, and Series 66 designations and has six years of industry experience, all with Cerity Partners. Cerity Partners provides customized wealth management services to a wide national client base, including individuals, families, trusts, business entities, and institutional investors. The firm offers tailored asset allocation, manager selection, and portfolio rebalancing, utilizing proprietary quantitative tools alongside third-party managers and individual securities.

Alexandera Rudish is a CFP® and holds a Series 65 license with five years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023, following prior roles at SVB Wealth LLC and Boston Private Wealth LLC. Rudish’s background also includes four years at Lehigh University. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers portfolio management, financial planning, retirement plan consulting, and access to alternative and private-market investments, utilizing proprietary quantitative screens alongside external managers and securities.

Jillian Lam is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds a Series 65 designation and previously worked at AJ Wealth for ten years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio solutions.

Nicholas Colangelo is a financial advisor at Cerity Partners LLC with eight years of industry experience. He previously worked at Goldman Sachs & Co. LLC for ten years and at Shade Tree Advisors LLC for one year. Colangelo holds a Series 66 designation and is also an independent licensed insurance agent in New York. Cerity Partners provides customized wealth management services to a diverse national client base, including individuals, families, trusts, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection strategies, combining proprietary quantitative screens with third-party managers and individual securities.

James Lebenthal is a CFA® charterholder with 21 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2017. Prior to this, he worked for ten years at Lebenthal Asset Management. He also appears as an on-air commentator for CNBC, contributing over 12 hours per month. Cerity Partners is an SEC-registered investment adviser that serves a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

David Aaron is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with two years of industry experience. He has been with Cerity Partners since 2020 and previously worked at EMM Group, LLC from 2006 to 2019. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.