Luis Ricardo Castro Jr 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 roles include positions at TP ICAP, GFI, and Enlace International. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other entities. The firm provides 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 portfolios.

Lloyd Abramowitz is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds a Series 63 designation and has worked at Cerity Partners since 2020, following a 22-year tenure at Executive Monetary Management. 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 access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio management.

William Rohr is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 credential with eight years of industry experience. He previously worked at AJ Wealth Strategies LLC for eight years before joining Cerity Partners in 2023. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

Luis De Saro is a financial advisor at Cerity Partners LLC based in New York, NY. He holds a Series 65 designation and has been with Cerity Partners since 2023. Prior to joining Cerity, he worked at Pemcorp SAPI de CV from 2018 to 2022 and spent three years in full-time education. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, corporations, and institutional investors. The firm offers 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.

Cameron Grimm is a CFP® at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, he spent seven years in full-time education. 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, and access to alternative and private-market investments.

Daniel Donofrio is a CFP® at Cerity Partners LLC with four years of industry experience. His prior roles include positions at The Colony Group, PNC Wealth Management, and CBRE. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management, financial planning, and access to alternative and private-market investments, managing approximately $126.9 billion in client assets as of December 31, 2024.

Cristina Paul is a CFP® professional at Cerity Partners LLC with six years at the firm and a total of 17 years in the financial industry. Prior to joining Cerity Partners in 2020, she worked for 11 years at Executive Monetary Management. Cristina is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving 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 a focus on customized, diversified portfolios and private market programs for qualified clients.

David Jumper is a CFA® charterholder and holds a Series 66 license, with 10 years of industry experience. He has been with Cerity Partners LLC since 2014. Cerity Partners is an SEC-registered investment adviser serving 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 a focus on customized, diversified portfolio strategies.

Dylan Cooper is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The AYCO Company, L.P. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including individuals, families, trusts, corporations, and institutional investors, offering a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Robert Siri is a financial advisor with Cerity Partners LLC in New York, NY. He holds a Series 66 designation and has six years of industry experience, including six years at Goldman Sachs Ayco prior to joining Cerity Partners. He attended Hartwick College from 2015 to 2019. Cerity Partners is an SEC-registered investment adviser serving a broad client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers diversified investment management and financial planning services, emphasizing customized portfolios and access to alternative and private-market investments.

Kenneth Tarantino is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Cerity Partners in 2023, he worked at 888 Holdings from 2021 to 2023 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. 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 a focus on customized, diversified portfolios.

David Lees is a financial advisor with Cerity Partners LLC in New York, NY, holding a Series 65 credential. He has experience at firms including myCIO Wealth Partners, LLC and Stone Point Capital, as well as a background connected to Duke University and the Haverford School. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs, and offers a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Kevin Buckley is a CFP® and holds a Series 66 designation. He has six years of industry experience and has been with Cerity Partners LLC since 2016. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm uses a tailored asset-allocation approach combining proprietary quantitative screens with third-party managers and individual securities, and it offers a range of services including portfolio management, financial planning, tax planning, and access to alternative investments.

Lawrence Weissman is a CFA® charterholder with 5 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in New York. He has been with Cerity Partners since 2014. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as discretionary and non-discretionary 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.

Brian Juliano is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Goldman Sachs Ayco and CP Client Solutions LLC. Outside of finance, he has held positions in the New York State Senate and worked in the hospitality sector. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, trusts, business entities, and institutional investors. The firm uses a tailored investment approach combining proprietary quantitative screens with third-party managers and individual securities, and operates several private-market investment programs alongside affiliated pension consulting and insurance services.

Tara Vagnone is a CFP® with 4 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. She is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving 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 a focus on customized, diversified portfolios.

Gabriel Aichholzer is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Warburg Pincus and Deloitte. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset-allocation, manager selection, and proprietary quantitative screens, offering a range of services including portfolio management, financial planning, retirement consulting, and access to alternative and private-market investments.

Daniel Piazza is a financial advisor at Cerity Partners LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Graypoint LLC and Bender Lane Advisory. Outside of his advisory role, he serves as a trustee managing a family trust. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with an emphasis on diversified asset allocation and provides a broad range of services including financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Tyler Wectawski is a financial advisor at Cerity Partners LLC with the Series 65 designation and one year of industry experience. His prior experience includes roles at Republic Finance and involvement with the Jewish Community Center. He also worked at Momma's BBQ and has a background connected to the University of Kentucky. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, estates, 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.

Jeffrey Harris is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds the Series 66 designation and previously worked at Graypoint LLC and Ayco. He is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving 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 retirement plan services, with a focus on diversified asset allocation and access to alternative and private-market investments.