Quinn Portfolio is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Cerity Partners LLC in New York, NY. Quinn has five years of industry experience and has been with Cerity Partners since 2014. 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 with an investment approach centered on client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Cindy Chan is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 66 credential with six years of industry experience. Her prior positions include roles at Graypoint LLC and Ayco, a Goldman Sachs company. Chan serves on the board of Women@Work, a nonprofit women's organization based in Albany, NY. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166 billion in client assets. The firm offers customized wealth management services and employs a client-specific investment approach that includes proprietary quantitative screening, manager selection, and access to alternative and private market solutions.

Michael Mccarville is a Series 65-licensed advisor at Cerity Partners LLC with nine years of industry experience. He has worked at Cerity Partners since 2023, following prior roles at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Cerity Partners serves a broad client base including high-net-worth individuals, families, trusts, and institutional investors, offering customized wealth management services such as investment management, financial planning, and tax services. The firm’s investment approach integrates client-specific profiles and asset allocation with proprietary quantitative screening and manager selection, providing access to alternative and private market solutions for qualified clients.

Daniel Nolan is a financial advisor at Cerity Partners LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Graypoint LLC and Hugh Johnson Advisors LLC. Nolan serves as a director for several non-investment organizations, including the UAlbany Foundation, the Center for Disability Services Endowment Board, Combate Global, and Adapt Inc. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, foundations, and institutional investors, providing customized wealth management services. The firm’s investment approach emphasizes client-specific profiles and asset allocation, combining proprietary quantitative strategies with access to alternative and private market solutions.

Ryan Sklenka is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. His prior roles include positions at Ayco, Northwestern Mutual, and other financial services firms. 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 that integrate proprietary quantitative methods with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Michael Mitchell is a financial advisor at Cerity Partners LLC with five years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and has held roles at Bender Land Advisory and Holland and Knight LLP. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Marissa Vollmer is a CFP® and holds a Series 66 license with 10 years of industry experience. She currently works at Cerity Partners LLC, joining the firm in 2025, after spending six years at Graypoint LLC (formerly JNB Advisors) and five years 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 assets as of December 31, 2025. The firm offers customized wealth management services and integrates proprietary quantitative methods with third-party strategies and direct security selection, along with access to alternative and private market solutions for qualified clients.

Justin Dumouchelle is a CFP®, CFA®, and Series 63 credentialed advisor with 21 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2021, following a 15-year tenure at Bainco International Investors and concurrent experience at Newbury Street Capital, LP. He serves as a director of Tego, Inc., a technology solutions company, and Brilliant Move, Inc., a mobile app for furniture delivery. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and private funds, managing approximately $166.2 billion in client assets as of 2025. The firm delivers customized wealth management services through a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

Ansh Anand is a financial advisor at Cerity Partners LLC with a Series 65 designation and one year of industry experience. Prior to joining Cerity Partners, he held positions at the University of Houston, Willis Johnson & Associates, and KinETIX Fitness Center. 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 through a client-specific investment framework, combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Lauren Mallon is a CFP® with seven years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. She has prior experience at Graypoint LLC, BNY Mellon, and The Ayco Company, L.P./Mercer Allied. Mallon serves on the boards of the Sunnyview Rehabilitation Hospital Foundation and Siena College. 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. The firm offers customized wealth management services and integrates proprietary quantitative methods with third-party strategies and direct security selection, while also providing access to alternative and private market solutions for qualified clients.

Carlee Luciano is a financial advisor at Cerity Partners LLC with two years of industry experience. She holds a Series 66 designation and previously worked at Goldman Sachs for five years, as well as SEFCU and Ayco, a Goldman Sachs Company. 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. The firm offers customized wealth management services and employs an investment framework based on client-specific profiles, blending quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Douglas Bonaquist is a financial advisor at Cerity Partners LLC in New York, NY, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 10 years before joining Cerity Partners in 2021. Cerity Partners provides customized wealth management services to a diverse client base, including high-net-worth individuals, families, institutions, and charitable organizations. The firm’s investment approach emphasizes client-specific profiles and asset allocation, incorporating proprietary quantitative methods and access to alternative and private market solutions.

Joseph Fraser is a CFP® and Series 66-registered advisor with Cerity Partners LLC, bringing one year of industry experience. His prior roles include positions at Graypoint LLC, the Greater Amsterdam School District, and Ayco Goldman Sachs. Cerity Partners serves a diverse client base ranging from high-net-worth individuals and families to institutional investors, offering tailored wealth management services that incorporate customized investment profiles, quantitative screening, and access to alternative and private market solutions.

Danielle Mendoza is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 65 designation. She joined Cerity Partners in 2026 and has prior experience at KPMG from 2023 to 2026. Cerity Partners advises a wide range of clients, including individuals, families, trusts, business entities, charitable institutions, and institutional investors, with approximately $166.2 billion in client assets as of the end of 2025. The firm provides customized wealth management services that combine proprietary quantitative methods with third-party strategies and direct security selection, and it offers access to alternative and private market solutions for qualified clients.

Jessica Farrell is a CFA® charterholder and holds a Series 66 license, with two years of industry experience. She has been with Cerity Partners LLC since 2014, including prior roles at Deutsche Bank Securities Inc. from 2012 to 2014. Cerity Partners advises a diverse client base that includes 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 offers customized wealth management services and employs an investment approach based on client-specific profiles, proprietary quantitative screening, and both third-party and direct security selection, along with access to alternative and private market solutions for qualified clients.

Amanda Dekki is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and five years of industry experience. She has previously worked at SVB Wealth LLC, Boston Private Wealth LLC, and KLS Professional Advisors Group, LLC. Based in New York, NY, she joined Cerity Partners in 2023. 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 as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and access to alternative and private market solutions.

Andrew Blumenthal is a Certified Financial Planner™ (CFP®) at Cerity Partners LLC with five years of industry experience. He has worked at Cerity Partners since 2020 and previously spent thirteen years at Emm Wealth. Based in New York, NY, he holds a Series 63 license. Cerity Partners advises a broad client base including high-net-worth 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 leverages a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions.

Tyler Keegan is a Certified Financial Planner® with two years of industry experience. He is currently with Cerity Partners LLC and previously worked at Graypoint LLC and Ayco, a Goldman Sachs Company. Before his financial advisory career, Tyler had varied roles including at Caputo's Pizzeria and the Saratoga Performing Arts Center. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, 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 incorporating quantitative screening, manager selection, and access to alternative and private market solutions.

Constance Walker is a financial advisor at Cerity Partners LLC with 19 years of industry experience. She holds a Series 65 credential and has worked at Cerity Partners since 2020, following 17 years at Algonquin Advisors LLC. 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 December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific Investment Profiles, combining quantitative screening, manager selection, and asset allocation, along with access to alternative and private market solutions for Qualified Clients.

Jeremy Leffel is a financial advisor at Cerity Partners LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Jennison Associates. Leffel completed his education at the University of Wisconsin-Madison. 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 2025. The firm offers customized wealth management services utilizing a client-specific investment framework that incorporates quantitative screening, manager selection, and alternative investment opportunities.