Pierre Dupont V is a Series 63-credentialed financial advisor at Cerity Partners LLC with 12 years at the firm and 5 years of industry experience. He serves as an advisory board member for Hvn Travel Group, Inc., a B2B marketplace connecting professional managers of short-term rentals to professional buyers of travel. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and investment entities, 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 access to alternative and private market solutions.

Emily Wilkins is a Series 65-credentialed financial advisor at Cerity Partners LLC with one year of industry experience. Prior to joining Cerity Partners, she worked at Silicon Valley Bank and Amazon.com. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and business entities, providing customized wealth management services such as investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm employs a client-specific investment approach combining quantitative screening, manager selection, and access to alternative and private market solutions.

George Hubbard is a financial advisor at Cerity Partners LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked for Algonquin Advisors, LLC for 22 years before joining Cerity Partners in 2020. Hubbard serves on the board of Cenlar FSB and Cenlar Capital Corp, where he chairs the Human Capital & Governance Committee, and is a managing member of AMMOF GP LLC, overseeing several unregistered funds. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and combines quantitative screening with manager selection and direct security selection, providing access to alternative and private market solutions alongside traditional investment strategies.

John Hyman is a financial advisor with Cerity Partners LLC based in New York, NY, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Cerity Partners in 2020, he worked for Algonquin Advisors LLC for ten years. He serves as Vice Chair and member of the Finance Committee for The Guilford Foundation and is a member of the Board of Trustees for the William and Mary Business School Foundation, where he also vice chairs the Investment Committee. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm offers customized wealth management services centered on client-specific investment profiles and asset allocation, combining proprietary quantitative methods with third-party and direct security selection, and provides access to alternative and private market solutions along with OCIO services.

Maria Pereyra is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 65 designation and has prior experience at SVB Private Bank, Better Mortgage, and JPMorgan Chase. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment approach that incorporates proprietary quantitative screening, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Devon Ruttenberg is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with 23 years of industry experience. He has been with Cerity Partners since 2016 and previously worked at Williams Trading. Cerity Partners advises a diverse client base including 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 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.

Nicholas Buff is a CFP® with five years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in New York, NY. His prior experience includes roles at SCS Capital Management, Pathstone, Avco A Goldman Sachs Company, Northwestern Mutual, and Mahoney Performance Institute. Cerity Partners advises a diverse client base ranging from high-net-worth individuals and families to institutional investors, providing customized wealth management services that include investment management, financial planning, retirement consulting, tax services, and insurance placement. The firm’s investment approach integrates client-specific profiles with quantitative screening, manager selection, and alternative investment opportunities through affiliated platforms.

Lissa McNaughton is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Graypoint LLC, Atlas Private Wealth Management, and BST Wealth Management. McNaughton serves on several nonprofit boards, including Teresian House, the Academy of the Holy Names, and the New York Capital Region Hispanic Chamber of Commerce. Cerity Partners advises a broad client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Luis Ricardo Castro Jr is a financial advisor at Cerity Partners LLC with over six years of industry experience. He holds a Series 65 designation and has previously worked at TP ICAP, GFI, and Enlace International. Based in New York, NY, Castro has built his career primarily within financial services firms. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, 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 an investment approach that integrates client-specific profiles with quantitative screening, manager selection, and access to alternative and private market solutions.

Lloyd Abramowitz is a financial advisor at Cerity Partners LLC in New York, NY, with 11 years of industry experience. He holds a Series 63 designation and has worked at Cerity Partners since 2020, following 22 years at Executive Monetary Management. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, foundations, endowments, 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 centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

William Rohr is a financial advisor at Cerity Partners LLC with eight years of experience in the industry. He holds a Series 65 designation and previously worked at AJ Wealth Strategies LLC from 2015 to 2023. 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 that combine proprietary investment screening and manager selection with both third-party strategies and direct security selection, also providing access to alternative and private market solutions.

Luis De Saro is a financial advisor at Cerity Partners LLC with one year of industry experience. He holds a Series 65 designation and has prior work history at Pemcorp SAPI de CV and a period of full-time education. Luis is based in New York, NY. 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 as of December 31, 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, asset allocation, and access to alternative and private market solutions.

Cameron Grimm is a CFP® professional with Cerity Partners LLC in New York, NY. He has been with Cerity Partners since 2021, accumulating a total of four years of industry experience. Prior to his career in financial advisory, he spent seven years working full-time in education. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors. The firm’s investment approach emphasizes client-specific profiles, asset allocation, and a combination of quantitative screening and manager selection, with access to alternative and private market solutions for qualified clients.

Daniel Donofrio is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at AJ Wealth and The Colony Group. Cerity Partners provides customized wealth management services to a diverse client base, including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm’s investment approach emphasizes client-specific profiles, asset allocation, and access to alternative and private market solutions.

Cristina Paul is a CFP® professional with five years of industry experience, currently with Cerity Partners LLC since 2020. She previously worked at Executive Monetary Management for eleven years. Cristina is based in New York, NY. Cerity Partners advises a diverse client base including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that integrates proprietary quantitative methods with third-party strategies and direct security selection.

David Jumper is a CFA® charterholder with over 10 years of industry experience. He has worked at Cerity Partners LLC since 2014 and was previously with Deutsche Bank Securities Inc. from 2008 to 2014. Jumper holds a Series 66 license and is based in New York, NY. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, 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 incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Dylan Cooper is a CFP® with 20 years of experience in the financial industry. He has worked at Cerity Partners LLC since 2024 and previously held positions at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, The AYCO Company, L.P., and Morgan Stanley DW Inc. His background includes roles at major financial firms. Cerity Partners serves a diverse client base including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in assets as of the end of 2025. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Robert Siri is a financial advisor at Cerity Partners LLC in New York, NY, with six years of industry experience. He holds the Series 66 designation and previously worked at Goldman Sachs Ayco for six years. He also has a background working at Hartwick College. Cerity Partners advises a diverse 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 with an investment approach focused on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Kenneth Tarantino is a financial advisor at Cerity Partners LLC in New York, NY, holding Series 63 and Series 65 credentials with two years 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 advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm employs a client-specific investment framework combining quantitative screening, manager selection, and both third-party and direct security strategies, while offering access to alternative and private market solutions and a range of wealth management services.

David Lees is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation. He has professional experience at Stone Point Capital and myCIO Wealth Partners, LLC. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, institutions, and private funds, providing customized wealth management services that combine quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions.