Andrew Leege is a CFP® and Series 66-registered financial advisor at Cerity Partners LLC with seven years of industry experience. Prior to joining Cerity Partners in 2026, he worked at Goldman Sachs & Co. LLC for seven years and was involved with Druthers Brewing Co. for five years. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and various institutional investors, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management services that incorporate proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Thomas Decker is a CFP® with six years of industry experience and is currently affiliated with Cerity Partners LLC. His prior experience includes roles at Douglas Lane & Associates and Morgan Stanley. Cerity Partners LLC advises a diverse range of clients including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm provides customized wealth management services using a client-specific investment approach that incorporates quantitative screening, manager selection, and both third-party and direct security strategies, along with access to alternative and private market solutions.

Andrew Helfont is a CFA® charterholder and financial advisor with Cerity Partners LLC in New York, NY, bringing five years of industry experience. Prior to joining Cerity Partners in 2020, he worked for eight years at Emm Wealth. Cerity Partners advises a diverse range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. 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, alongside access to alternative and private market solutions for qualified clients.

Sean Leonard is a CFA® charterholder with 24 years of industry experience, currently serving at Cerity Partners LLC since 2025. His prior roles include positions at Graypoint LLC, Rockefeller Capital Management, The Ayco Company (a Goldman Sachs company), and State Street Research & Management Company. Outside of advisory work, he is an investor and director at Nebula Enterprises LLC, a retail bagel business, and serves as a director at Saratoga Performing Arts Center, contributing to investment and governance. Cerity Partners advises a diverse clientele, including individuals, families, trusts, and institutions, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management through a client-specific investment framework that incorporates proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Paul Duwors is a financial advisor at Cerity Partners LLC in New York, NY, with 10 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Q32 Capital Management from 2015 to 2023 before joining Cerity Partners in 2023. Cerity Partners serves 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 and employs a client-specific investment approach that includes quantitative screening, manager selection, and access to alternative and private market solutions.

Joseph Amicone is a financial advisor at Cerity Partners LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Ayco Goldman Sachs from 2013 to 2022. 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 31, 2025. The firm offers customized wealth management services and employs a client-specific investment framework that integrates proprietary quantitative methods, manager selection, and both third-party and direct security strategies, alongside access to alternative and private market solutions for qualified clients.

Brody Girsky is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation. He joined Cerity Partners in 2026 after completing ten years of full-time education. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and investment entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Tara Carley is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 65 designation and has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Cerity Partners advises a wide range of clients 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 combines proprietary quantitative screening with direct security selection and alternative investment solutions tailored to client-specific Investment Profiles.

Jonathan Picchione is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with two years of industry experience. Prior to joining Cerity Partners, he spent eleven years in full-time education. Cerity Partners serves a diverse client base including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 31, 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.

Nicholas Wilcox is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Bank of America. His background also includes roles in education and various service positions. 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 2025. The firm offers customized wealth management services and combines proprietary quantitative screening with third-party strategies and direct security selection, providing access to alternative and private market solutions for qualified clients.

Raiford Chappell is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC with one year of industry experience. He previously worked at Merrill from 2024 to 2026 and has experience at other firms including TransTech and Wilmington Expogo. Cerity Partners advises a diverse client base 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 approach that combines quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

Justin Murphy is a CFP® with 14 years of experience in financial advising. He is currently with Cerity Partners LLC and has previously worked at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P./Mercer Allied. 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 the end of 2025. The firm employs a customized wealth management approach centered on client-specific investment profiles and asset allocation, offering access to alternative and private market solutions alongside traditional investment management and financial planning services.

Daniel Vignola is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with two years of industry experience. His prior work includes multiple years at Morgan Stanley and full-time education before joining Cerity Partners. Cerity Partners advises a diverse range of clients including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with a focus on client-specific investment profiles and access to alternative and private market solutions through affiliated business platforms.

Patrick McMahon is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His work history includes multiple periods of full-time education and a brief role at Valley Bank before joining Cerity Partners. Cerity Partners advises a wide range of clients, 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 uses a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Natalia Tchetchoulina is a financial advisor at Cerity Partners LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Barclays Capital Inc. and Citicorp Investment Services. Natalia has been with Cerity Partners since 2012. Cerity Partners advises a wide range of clients, 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 approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Frederic Behrens is a financial advisor at Cerity Partners LLC with 12 years of industry experience. He holds the CFP® designation and a Series 65 license. Frederic previously worked at Round Table Wealth Management and Thun Financial Advisors, each for four years. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, charitable institutions, and other institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services through a client-specific investment framework that integrates proprietary quantitative tools with access to alternative and private market solutions for qualified clients.

Benjamin Pace III is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked at Cerity Partners since 2014 and previously at Deutsche Bank Securities Inc. from 2008 to 2014. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, 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 combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Ryan Tamasi is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Graypoint LLC, Bank of America, Merrill, and The AYCO Company. Cerity Partners advises a broad range of clients, including individuals, families, institutions, and private funds, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security choices, along with access to alternative and private market solutions for qualified clients.

Brian Hyde is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Ernst & Young LLP and the University of Miami. Cerity Partners advises a diverse client base including 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 through a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Robert Hennes Jr. is a financial advisor at Cerity Partners LLC with 34 years of industry experience. His prior roles include positions at Graypoint LLC, Hugh Johnson Advisors, and FA Asset Management Inc. He serves on the board of directors for Albany Pro Musica, a nonprofit performing choral music organization, and is the board chair of MLW LLC, a professional wrestling organization. Cerity Partners advises a broad client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and a client-specific investment approach that integrates quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.