Alexandera Rudish is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior roles include positions at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. 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 an investment framework that incorporates proprietary quantitative methods alongside third-party strategies and direct security selection.

John Contant is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Shufro, Rose & Co., LLC for 22 years before joining Cerity Partners in 2026. Based in New York, NY, Contant provides wealth management services within an enterprise firm environment. Cerity Partners advises a diverse clientele, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm employs a client-specific investment framework that integrates proprietary quantitative screening, manager selection, and customized private market solutions through affiliated businesses.

Jillian Lam is a Series 65-licensed financial advisor with nine years of industry experience. She has worked at Cerity Partners LLC since 2023 and previously spent ten years at AJ Wealth. Jillian is based in New York, NY. 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 assets as of December 2025. The firm delivers customized wealth management through a combination of quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions for qualified clients.

Nicholas Colangelo is a financial advisor at Cerity Partners LLC with 8 years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs & Co. LLC and Shade Tree Advisors LLC. He is also a licensed insurance agent in New York, specializing in life, variable life/variable annuities, accident and health, and travel accident insurance. 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 as of December 31, 2025. The firm provides customized wealth management services and offers access to alternative and private market investments through a combination of proprietary quantitative screening, manager selection, and direct security selection.

James Lebenthal is a CFA® charterholder with 22 years of industry experience. He has worked at Cerity Partners LLC since 2017, following a decade at Lebenthal Asset Management and three years at Levy, Harkins & Co., Inc. In addition to his advisory work, he serves as an on-air commentator for CNBC. Cerity Partners advises a diverse client base, including individuals, families, institutions, and business entities, providing customized wealth management services driven by client-specific investment profiles and a combination of proprietary and third-party strategies.

David Aaron is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and three years of industry experience. He has worked at Cerity Partners since 2020 and previously spent 13 years at EMM Group, LLC. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services and employs a client-specific investment framework incorporating quantitative screening, manager selection, and access to alternative and private market solutions.

Christina Ferguson is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 66 credential and previously worked at Goldman Sachs for five years. Her background includes roles in diverse industries such as retail and hospitality. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a client-specific investment framework.

Shayn Foley is a financial advisor with Cerity Partners LLC, holding a Series 66 designation and one year of industry experience. Prior to joining Cerity Partners in 2026, he worked at Goldman Sachs Ayco for five years and gained experience in marketing and business operations at Fingerpaint Marketing, Eversana, and Henry Street Taproom. 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 incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Matthew Canner is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with 22 years of industry experience. He previously worked at Algonquin Advisors LLC and M&T Securities, Inc., as well as M&T Bank. 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 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Andrew Cooper is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds a Series 66 designation and was previously with AJ Wealth Strategies, LLC for 11 years before joining Cerity Partners in 2023. He is also licensed to sell insurance. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in assets. The firm emphasizes customized wealth management through client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions.

Brendan Cunningham is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Raymond James & Associates, Silver Lane Advisors, and the NYC Department of Education. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, institutions, and investment companies, managing approximately $166.2 billion in assets. The firm provides customized wealth management services with a focus on client-specific investment profiles and asset allocation, offering access to alternative and private market solutions alongside traditional investment management.

Lynda Castellano is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 66 registrations. Prior to joining Cerity Partners in 2021, she worked at Douglas C. Lane & Associates for eleven years and held positions at Neuberger Berman from 2006 to 2008. 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 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions and OCIO services for qualified clients.

Ian Bai is a CFP® professional at Cerity Partners LLC with five years of industry experience. He has been with Cerity Partners since 2016. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, providing customized wealth management services across investment management, financial planning, retirement consulting, tax, and insurance. The firm’s investment approach integrates client-specific profiles with quantitative screening and manager selection, offering access to alternative and private market solutions alongside traditional strategies.

Erin Kavanaugh is a CFP® with nine years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. Her prior experience includes five years at Goldman Sachs & Co. LLC and six years at The Ayco Company, L.P. and Mercer Allied. She is based in New York, NY. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, 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 that combine proprietary quantitative methods with third-party strategies and direct security selection, and provides access to alternative and private market solutions along with OCIO services.

Dustin Dolloway is a CFP® professional at Cerity Partners LLC with experience spanning several roles since 2018. Prior to joining Cerity Partners, he worked at Graypoint LLC and Enterprise, and he has academic and fund management experience at the University at Albany, SUNY. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and combines proprietary quantitative methods with both third-party and direct investment strategies, including access to alternative and private market solutions for qualified clients.

Christopher Denisulk is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Graypoint LLC and Bender Lane Advisory, LLC. Denisulk is based in New York, NY. 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 as of December 31, 2025. The firm offers customized wealth management services that integrate proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Quinn Lamontagne is a financial advisor with Cerity Partners LLC in New York, NY, holding a Series 66 designation and three years of industry experience. Prior to joining Cerity Partners in 2025, Lamontagne worked at The Vanguard Group from 2023 to 2025 and at Wealth Enhancement Group in 2022. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, with approximately $166.2 billion in client assets as of the end of 2025. The firm’s investment approach is based on tailored Investment Profiles and asset allocation, incorporating proprietary quantitative screening and access to alternative and private market solutions for qualified clients.

Andrew Hoercher is a financial advisor at Cerity Partners LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. He is based in New York, NY. Cerity Partners advises a wide range of clients, including 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 that integrates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Alejandro Cardona Torres is a financial advisor at Cerity Partners LLC with six years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services, JP Morgan Chase Bank, Avis Budget Group, and the United Nations. 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 offers customized wealth management services and employs an investment framework that combines proprietary quantitative methods with third-party strategies and direct security selection.

Roberta Rocas is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Graypoint LLC, Hugh Johnson Advisors, and NBT Bank. Rocas serves as a board member of Proctors, a nonprofit organization focused on providing access to the performing arts. Cerity Partners advises a diverse client base including high-net-worth individuals, families, foundations, 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 approach centered on client-specific profiles, combining proprietary quantitative methods with direct security selection and access to alternative and private market solutions.