Susan Matlow is a financial advisor at Cerity Partners LLC with nine years of industry experience. She holds the CFP® designation and Series 65 license. Prior to joining Cerity Partners in 2023, she worked at SVB Wealth LLC, Boston Private Wealth LLC, KLS Professional Advisors Group, LLC, and Gerstein Fisher. 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 centered on client-specific profiles, combining proprietary quantitative methods with third-party strategies and direct security selection, while providing access to alternative and private market solutions for qualified clients.

Kylie Miller is a financial advisor at Cerity Partners LLC with two years of industry experience. Prior to joining Cerity Partners in 2025, she worked at Graypoint LLC and Andersen Tax. She serves as Junior Board Co-President for the Alzheimer's Association of Northeastern NY, where she helps plan fundraising events. 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 the end of 2025. The firm offers customized wealth management services and employs an investment approach that combines proprietary quantitative methods, manager selection, and access to alternative and private market solutions.

Michael Ottolini is a CFA® charterholder and holds a Series 66 license with 12 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024. Prior to this, he spent six years at Bank of America, N.A. and was with Merrill for 12 years. Cerity Partners serves a diverse client base that includes individuals, families, trusts, business entities, charitable institutions, and institutional investors, advising on 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 combining quantitative screening and direct security selection, with access to alternative and private market solutions for qualified clients.

Kristopher Grimmer is a financial advisor at Cerity Partners LLC based in New York, NY, holding Series 65 and Series 66 licenses with four years of industry experience. Before joining Cerity Partners, he worked at Graypoint LLC and operated at Independent Family Office, LLC for 17 years. Cerity Partners advises a diverse client base 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 with a focus on investment profiles, asset allocation, and access to alternative and private market solutions.

Marianne Rodriguez is a CFP® and holds a Series 66 license, with 12 years of experience in the financial industry. She is currently with Cerity Partners LLC, where she has worked since 2022 after prior roles at Round Table Wealth Management and TD Ameritrade, Inc. in New York, NY. 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 combines quantitative screening, manager selection, and direct security selection within client-specific investment profiles, also providing access to alternative and private market solutions for qualified clients.

Kevin Hines is a financial advisor at Cerity Partners LLC with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Based in New York, NY, he joined Cerity Partners and CP Client Solutions in 2025. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets. 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 through affiliated platforms.

Andrew Robinson is a Series 65-licensed financial advisor at Cerity Partners LLC in New York, NY, with one year of industry experience. He joined Cerity Partners in 2025 following his academic studies from 2014 to 2025. 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 provides customized wealth management services and employs a client-specific investment framework that integrates quantitative screening, manager selection, and direct security selection alongside access to alternative and private market solutions.

Hashim Khan 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 Offit Capital and Williams College. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, institutional investors, and charitable organizations, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, asset allocation, and a combination of proprietary quantitative methods alongside third-party and direct security strategies.

Grace Finn is a Series 65-licensed financial advisor at Cerity Partners LLC with four years of industry experience. She previously worked at Western Financial Corporation from 2020 to 2023 before joining Cerity Partners. Cerity Partners advises a broad client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services with an investment approach that combines client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Siegfried Herzl Betz is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, and institutions, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with a client-specific investment approach that includes access to alternative and private market solutions.

Joseph Burbella is a financial advisor with Cerity Partners LLC in New York, NY, holding the Series 66 designation and bringing 13 years of industry experience. His career includes ten years at Merrill Lynch, followed by roles at AJ Wealth and Cerity Partners. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and private funds, managing approximately $166.2 billion in client assets as of year-end 2025. The firm offers customized wealth management and investment services, combining quantitative screening and manager selection with direct security selection and access to alternative investments for qualified clients.

Emma Wallace is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and one year of industry experience. She previously worked at AJ Wealth and Rabobank N.A. before joining Cerity Partners. Emma is based in New York, NY. 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 employs a customized wealth management approach centered on client-specific investment profiles and combines quantitative screening, manager selection, and periodic rebalancing with access to alternative and private market solutions for qualified clients.

James Kane is a financial advisor with Cerity Partners LLC in New York, holding a Series 65 credential and five years of industry experience. His prior roles include positions at AJ Wealth Strategies LLC and Penobscot Financial Advisors. Cerity Partners serves 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, and retirement plan consulting. The firm’s investment approach integrates client-specific profiles with proprietary screening and manager selection, offering access to alternative and private market solutions and various affiliated service platforms.

Paul D’elia is a CFP® and holds a Series 66 designation with 14 years of industry experience. He has worked at Cerity Partners LLC since 2017 and previously spent 10 years with The Ayco Company, L.P./Mercer Allied. Based in New York, NY, he is part of a large advisory team at Cerity Partners. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, businesses, and institutional investors, managing approximately $166.2 billion in client assets as of year-end 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.

Karin Lopez is a financial advisor at Cerity Partners LLC with five years of industry experience. She holds a Series 63 designation and previously worked at Graypoint LLC and Arista Wealth Advisors, Ltd. Outside her advisory role, she is a partner in NIGHTTRAIN SIGNS, LLC, a graphic and design printing business. Cerity Partners advises a diverse client base including individuals, families, trusts, 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 and applies a client-specific investment framework that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Lisbeth Mitchell is a Series 66-licensed financial advisor at Cerity Partners LLC with 18 years of industry experience. Her career includes roles at Graypoint LLC, Bank of America, Merrill, and The Ayco Company, L.P./Mercer Allied. She is based in New York, NY. Cerity Partners serves a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm’s investment approach emphasizes client-specific profiles and asset allocation, incorporating proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Blas Rementeria Lee is a CFA® charterholder and holds a Series 66 license, with five years of industry experience. He is currently with Cerity Partners LLC in New York, having joined the firm in 2025 after prior roles at UBS Financial Services and Ninety One. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, 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 a client-specific investment approach that integrates quantitative screening, manager selection, and direct security selection, alongside access to alternative and private market solutions for qualified clients.

William Beattie III is a CFP® certificant with 26 years of experience in financial advising. He is currently with Cerity Partners LLC and has previously worked at firms including Eaton Vance Investment Counsel, Edelman Financial Services, Charles Schwab, and A.G. Edwards & Sons. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, with approximately $166.2 billion in assets under management as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and asset allocation with access to alternative and private market solutions for qualified clients.

Evan Vulgamore is a financial advisor with Cerity Partners LLC in New York, NY. He holds a Series 65 credential and has two years of industry experience. His work history includes roles at Global Atlantic Financial Group and Rise North Capital prior to joining Cerity Partners. Cerity Partners advises a wide range of clients, including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services, combining client-specific investment profiles with quantitative screening and manager selection, and provides access to alternative and private market solutions for qualified clients.

Kelly Rueckert is a financial advisor at Cerity Partners LLC with 17 years of industry experience. She holds a Series 66 designation 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 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, using a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.