Kevin Buckley is a CFP®-certified financial advisor with Cerity Partners LLC, based in New York, NY. He has six years of industry experience and has been with Cerity Partners since 2016. Prior to joining Cerity Partners, he worked for Goldman Sachs Wealth Services from 2005 to 2007. Cerity Partners advises a diverse client base including 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 incorporate proprietary quantitative screening and direct security selection, along with access to alternative and private market solutions for qualified clients.

Anthony Santoloci is a Certified Financial Planner® with 10 years of industry experience, currently advising clients at Cerity Partners LLC since 2026. His prior roles include positions at Shufro Rose & Co., LLC, Gilder Gagnon Howe, Niagara International Capital Limited, and Ameriprise Financial Services, Inc. Anthony 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, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of 2025. The firm offers customized wealth management services with an investment approach focused on client-specific profiles, proprietary quantitative methods, and access to alternative and private market solutions.

Lawrence Weissman is a CFA® charterholder with 12 years at Cerity Partners LLC and a total of five years in the financial industry. He previously worked at Ladenburg Thalmann Asset Management Inc. from 2005 to 2006. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers tailored wealth management services and employs a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Brian Juliano is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Goldman Sachs Ayco. 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 with an investment approach focused on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Tara Vagnone 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 ranging from individuals and families to institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm delivers customized wealth management services through a combination of quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Gabriel Aichholzer is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Warburg Pincus and Deloitte. 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 2025. The firm offers customized wealth management services with a focus on client-specific investment profiles, combining proprietary quantitative methods and access to alternative and private market solutions.

Daniel Piazza is a financial advisor at Cerity Partners LLC with 14 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 that owns a summer home. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, institutions, and private funds, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment framework that integrates client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Tyler Wectawski is a financial advisor at Cerity Partners LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Republic Finance and experience spanning education and community involvement. Cerity Partners advises a diverse client base, including 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 screening, manager selection, and access to alternative and private market solutions.

Jeffrey Harris is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Graypoint LLC and Ayco. He is based in New York, NY. Cerity Partners advises a diverse range of clients, 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 access to alternative and private market solutions through a client-specific investment framework.

Salvatore Russo is a financial advisor at Cerity Partners LLC with five years of industry experience. He previously worked at Executive Monetary Management LLC for nine years before joining Cerity Partners in 2020. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and other entities, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions through affiliated platforms.

Justyn Volesko is a financial advisor at Cerity Partners LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including AJ Wealth and Goldman Sachs Wealth Services. In addition to his advisory role, he is licensed to sell insurance. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, with approximately $166.2 billion in assets under management. The firm offers customized wealth management services and employs a client-specific investment framework combining quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Suzanne Beczak is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2025. Her prior roles include positions at Graypoint LLC, Connectus Wealth Advisers, Atlas Private Wealth Management, and The Ayco Company L.P. She also serves as a director for NACRE Dance Group, a modern dance organization. Cerity Partners advises a wide range of clients, including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and access to alternative and private market solutions through a client-specific investment approach.

Matthew Dwyer is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC. He has four years of industry experience, with prior roles at Graypoint LLC and Goldman Sachs AYCO. Outside of finance, he has been involved with Wolff's Biergarten since 2021. 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 employs a client-specific investment framework that integrates proprietary quantitative screening, third-party strategies, and direct security selection.

Gary Krisanda is a Series 66-registered financial advisor with Cerity Partners LLC, based in New York, NY. He has 23 years of industry experience, including 24 years at Ayco/Goldman Sachs & Co. LLC prior to joining Cerity Partners in 2026. Cerity Partners serves a wide range of clients, including individuals, families, trusts, business entities, and institutional investors, 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 that combines proprietary quantitative screening with direct security selection and access to alternative private market solutions for qualified clients.

Joseph Mitchell is a financial advisor at Cerity Partners LLC with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at The Ayco Corporation for 35 years, as well as Graypoint LLC. Mitchell serves as a board member for Catholic Charities of Albany. Cerity Partners advises a broad client base, including high-net-worth individuals, families, and institutions, managing approximately $166.2 billion in client assets as of December 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Nicholas Fratianni is a CFP® designated advisor at Cerity Partners LLC with seven years of industry experience. His prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. He is based in New York, NY. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in client assets as of year-end 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 alternative and private market solutions.

Sean Stokna is a financial advisor at Cerity Partners LLC with four years of industry experience. He holds Series 65 and Series 66 licenses. His prior roles include positions at Graypoint LLC and Goldman Sachs AYCO. 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 with an investment approach focused on client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

Thomas Cohn III is a financial advisor at Cerity Partners LLC in New York, NY, with 11 years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2016, following a year at Spero-Smith Investment Advisers, Inc. 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 a focus on client-specific investment profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Daniel Park is a CFP® with 14 years of experience in financial advising, currently working at Cerity Partners LLC since 2016. His prior roles include positions at Dendron Advisors, Black Coral Financial Advisors, and Goldman Sachs Wealth Services. Cerity Partners serves a diverse client base, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach that combines proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Brooke Hurley is a CFP® with six years of experience in the financial industry. She currently works at Cerity Partners LLC and previously held roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, she worked as a waitress and bartender at JJ Rafferty's Bar and Grill. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, advising approximately $166.2 billion in assets. 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.