Boston, MA State Street Office

Adam Armstrong is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC. He previously worked at Pinnacle Associates, Ltd., Withum Wealth Management, Duco Technologies, Fisher Investments, and Equitable Advisors. 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 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Isabel Scharmer is a CFA® charterholder with 27 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2021. Prior to that, she was employed at Bainco International Investors LLC for nine years and Newbury Street Capital, LP for sixteen years. Outside of finance, she is a partial owner and general manager of Divadend Footwear LLC, a women's shoe retailer. 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. The firm offers customized wealth management services with an investment approach that integrates client-specific profiles, quantitative screening, and access to alternative and private market solutions.

Samuel Afari Aikins is a CFP® professional at Cerity Partners LLC with nine years of industry experience. He previously worked at Daintree Advisors LLC for eight years before joining Cerity Partners in 2022. Cerity Partners serves 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 that incorporate proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Jason Rothman is a financial advisor at Cerity Partners LLC in Boston, MA. He holds a Series 65 designation and has prior experience with Focus Partners Wealth, LPL Financial, and various roles outside the financial industry. 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 December 31, 2025. The firm offers customized wealth management services using a client-specific investment framework that incorporates quantitative screening, manager selection, and access to alternative and private market solutions.

William Speciale is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Daintree Advisors LLC and Calibre Advisory Services Inc. He serves on the board of the Public Life Foundation of Owensboro, where he leads the Investment and Personnel committees. 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 December 2025. The firm offers customized wealth management services, combining proprietary quantitative methods with third-party strategies and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Melanie Murphy is a CFP® with four years of industry experience, currently serving as a financial advisor at Cerity Partners LLC in Boston, MA. Prior to her current role, she worked at PricewaterhouseCoopers LLP and Keurig Green Mountain, Inc. Cerity Partners advises a wide range of clients, including 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 and employs an investment framework that combines proprietary screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Mary Shahian is a financial advisor at Cerity Partners LLC with 25 years of industry experience. She holds the CFP®, ChFC®, and Series 65 designations. Her prior experience includes roles at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. She serves as a trustee and Finance Committee member at Gordon College and is also on the board and Finance Committee of Adolescent Consultation Services, a social services organization for at-risk youth. Cerity Partners advises a broad range of clients, including individuals, families, trusts, business entities, charitable institutions, 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 that integrates quantitative screening, manager selection, and access to alternative and private market solutions.

Stephen Oliver is a CFP®, CFA®, and holds a Series 65 license with 30 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, and previously held positions at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. Outside of finance, he serves on the Board of Managers for Barrell House Z, a craft brewery based in Weymouth, MA. 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 the end of 2025. The firm offers customized wealth management services and utilizes a client-specific investment framework that combines quantitative screening, manager selection, and both third-party and direct security approaches, with specialized offerings in alternative and private market solutions for qualified clients.

Tyler Calder is a CFP® with 10 years of industry experience, currently with Cerity Partners LLC in Boston, MA. He previously worked at Wilmington Trust / M&T Bank and TD Bank. 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. The firm offers customized wealth management services that incorporate both proprietary quantitative methods and direct security selection, and provides access to alternative and private market solutions for qualified clients.

Evan Kaplan is a CFP® and CFA® with 10 years of industry experience. He currently works at Cerity Partners LLC and was previously with Daintree Advisors LLC. Evan serves as a compensated member of the Nomination Committee of the New Hampshire Electric Cooperative, Inc., reviewing candidates for the cooperative’s Board of Directors. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets. 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.

Adam Bowers is a CFP® with four years of industry experience currently with Cerity Partners LLC. He previously worked at The Colony Group, LLC for five years and at Merrill for two years. Before entering financial advising, he was employed at College Pro Painters and attended The College of Saint Rose. Cerity Partners provides customized wealth management services to a diverse client base including individuals, families, trusts, business entities, charitable institutions, and other investors, managing approximately $166.2 billion in client assets. The firm’s investment approach combines proprietary quantitative screening, manager selection, and asset allocation tailored to client-specific profiles, offering access to alternative and private market solutions for qualified clients.

Todd Crowley is a financial advisor at Cerity Partners LLC in Boston, MA, with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Cerity Partners in 2025, he worked at MassMutual/MMLIS for six years and Guardian/Bulfinch Group for four years. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm offers customized wealth management services and employs an investment framework centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions.

Kyle Westfall is a financial advisor at Cerity Partners LLC in Boston, MA, holding a Series 65 designation with one year of industry experience. He has been with Cerity Partners since 2024 and previously worked full-time in education for ten years. Cerity Partners serves a broad range of clients including individuals, families, trusts, estates, business entities, charitable institutions, and other institutional investors, managing approximately $166.2 billion in client assets. 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.

Lauren Desforge is a CFP® and PFS™ credentialed advisor with 28 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2022, following prior roles at Daintree Advisors LLC, Calibre Advisory Services Inc., and Tanager Financial Services Inc. She serves on the board and finance committee of the Massachusetts Collaborative Law Council and volunteers with Advisers Give Back, a nonprofit providing financial advice to low-income families. 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 using client-specific investment profiles combined with quantitative screening, manager selection, and access to alternative and private market solutions.

Alexander Gross is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2022. His prior roles include a decade at Daintree Advisors LLC and six years at Calibre Advisory Services Inc. Gross holds a Series 65 license and is based in Boston, MA. Cerity Partners advises a wide range of clients, including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment approach incorporating proprietary quantitative methods, third-party strategies, and direct security selection, along with access to alternative and private market solutions.