Andrew Caples is a CFP® and Series 65-licensed advisor at Cerity Partners LLC with three years of industry experience. His prior work includes roles at United Capital Financial Advisors, LLC, and Goldman Sachs. Cerity Partners serves a wide range of clients, including individuals, families, trusts, estates, 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 both proprietary quantitative methods and access to alternative and private market solutions.

Lenee Dirzuweit is a financial advisor with Cerity Partners LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her background includes roles at T Rowe Price, Maryland Capital Management, RBC Capital Markets Corporation, Citigroup Global Markets, Legg Mason Wood Walker, and M&T Securities. 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 that incorporate both proprietary quantitative methods and access to alternative and private market solutions, supported by a suite of affiliated businesses that provide expanded investment opportunities.

Andrew Chudy is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and 16 years of industry experience. He worked at Maryland Capital Management for 13 years before joining Cerity Partners in 2023. Cerity Partners advises a diverse range of clients including individuals, families, trusts, estates, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 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.

Jeffrey Caples is a CFA® charterholder with 25 years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Maryland Capital Management, 1919 Investment Counsel, and Legg Mason Investment Counsel. Cerity Partners advises a wide range of clients including high-net-worth individuals, families, trusts, foundations, endowments, and institutional investors. The firm offers customized wealth management services and employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Jodi Credit is a financial advisor with Cerity Partners LLC, holding a Series 65 designation and three years of industry experience. Her prior work includes roles at Maryland Capital Management and Cushman & Wakefield. 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 incorporate proprietary investment screening, manager selection, and access to alternative and private market solutions.

Douglas Mcclean III is a financial advisor at Cerity Partners LLC with 14 years of industry experience. He holds a Series 65 designation and previously worked for Maryland Capital Management for 10 years before joining Cerity Partners in 2023. 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 2025. The firm offers customized wealth management services focused on client-specific investment profiles and asset allocation, with access to alternative and private market solutions and affiliated businesses that expand in-house service options.

Levent Durmus is a CFP®, CFA®, and holds a Series 66 license with 19 years of industry experience. He currently works at Cerity Partners LLC and has previously been with Cresset Asset Management, Charles Schwab, and Ameriprise. Cerity Partners advises a wide range of clients including individuals, families, trusts, 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 approach that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Frederick Allner III is a financial advisor with Cerity Partners LLC in Towson, MD, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior work includes roles at Maryland Capital Management, LLC and Deutsche Bank Securities Inc. He serves as Treasurer and head of the Finance Committee for the Eudowood Foundation. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and investment entities, offering customized wealth management services that incorporate quantitative analysis, manager selection, and access to alternative and private market solutions.

Brendan Sweeney is a CFA® charterholder with 16 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2023, following a 12-year tenure at Maryland Capital Management, LLC. Brendan holds a Series 65 license. Cerity Partners advises a broad client base including individuals, families, trusts, estates, 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 employs a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

John Blair is a CFP® with 26 years of experience in financial services. He currently works at Cerity Partners LLC and has prior experience with Maryland Capital Management, LLC and Deutsche Bank Securities Inc. 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. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines quantitative screening, manager selection, and access to alternative and private market solutions.

Nicholas Petrelli is a Certified Financial Planner (CFP®) with 16 years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent 13 years at Maryland Capital Management, LLC. Cerity Partners provides customized wealth management services to a diverse client base, including high-net-worth individuals, families, institutions, and business entities. The firm combines proprietary quantitative methods with direct security selection and offers access to alternative and private market solutions through affiliated platforms and structures.

Gregory Heard is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 65 designation and worked previously for Maryland Capital Management, LLC for 18 years. Outside of his advisory role, he serves on the board of directors for Calalyst IT Services, Inc., an IT services and staffing firm. Cerity Partners advises a diverse client base, including individuals, families, trusts, estates, 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 a client-specific investment framework that integrates quantitative screening, manager selection, and alternative investment solutions.

Alexander Faber is a financial advisor at Cerity Partners LLC with eight years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. His previous roles include positions at Maryland Capital Management, TIAA, and Wake Forest University. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in 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.

Andrew Riehl is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2023. Prior to this, he was with Maryland Capital Management from 2018 to 2022 and Croft Leominster Investment Management from 2016 to 2017. Cerity Partners advises a broad client base that includes individuals, families, trusts, estates, business entities, charitable institutions, foundations, endowments, private funds, and other institutional investors. The firm provides customized wealth management services using a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Marie David is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2023. Her prior experience includes roles at Maryland Capital Management and RBC Wealth Management. Cerity Partners advises a diverse client base ranging from individuals and families to institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs an investment framework that incorporates client-specific profiles, proprietary quantitative screening, and access to alternative and private market solutions.

Tyler Fanyo Tabak is a Series 65-licensed financial advisor at Cerity Partners LLC with one year of industry experience. His background includes education-focused roles and part-time employment prior to joining Cerity Partners. Cerity Partners serves a wide range of clients including individuals, families, trusts, institutions, and business entities, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services with an investment approach that combines client-specific profiles, quantitative screening, manager selection, and access to alternative and private market solutions.

James Gauthier is a CFA® charterholder with 18 years of experience in investment management. He is currently with Cerity Partners LLC and previously worked at Maryland Capital Management, Vansant Mewshaw, BlackRock Investment Management, 1919 Investment Counsel, and Legg Mason Investment Counsel. Cerity Partners serves a diverse clientele including individuals, families, trusts, charitable institutions, and institutional investors, offering customized wealth management services incorporating proprietary quantitative screening, manager selection, direct security selection, and alternative investment access.