New York, NY Park Avenue Office

Stephen Soviero is a financial advisor at Cerity Partners LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Cerity Partners since 2023, following multiple roles at AJ Wealth. Prior to his advisory career, he spent time at Fairfield University. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and proprietary quantitative screens to build client programs and offers specialized services such as retirement plan consulting, tax planning, and access to alternative and private-market investments.

Mariah Clark is a CFP® with 21 years of industry experience, currently with Cerity Partners LLC since 2025. Her prior roles include positions at Graypoint LLC and Bender Lane Advisory. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm emphasizes tailored asset allocation, manager selection, and periodic rebalancing, employing proprietary quantitative screens alongside third-party managers and individual securities.

Shelly Stone is a financial advisor with Cerity Partners LLC, holding a Series 63 designation and bringing 27 years of industry experience. Her prior roles include 25 years at Ayco/Goldman Sachs and three years at Graypoint LLC. She serves as an independent co-trustee and committee member for multiple family trusts. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolios emphasizing diversified asset allocation and provides a broad range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Joseph Vet, Jr. is a financial advisor at Cerity Partners LLC in New York, NY, holding a Series 63 designation with five years of industry experience. He previously worked at Graypoint LLC (formerly JNB Advisors) for six years and Bender Lane Advisory for eight years. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation and manager selection supported by proprietary quantitative screens and offers a range of services such as portfolio management, financial planning, retirement consulting, and access to alternative investments.

Vince Pasqualino is a financial advisor at Cerity Partners LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at Ayco/Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied prior to joining Cerity Partners and CP Client Solutions. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and access to alternative and private-market investments.

Jacqueline Huerter is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Graypoint LLC and Goldman Sachs & Co. Her background also includes roles at Providence College and Ayco Goldman Sachs. Cerity Partners provides customized wealth management and related services to a wide national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and private markets offerings alongside traditional portfolio management to build client programs.

Caroline Hirt is a financial advisor at Cerity Partners LLC with three years of industry experience. She holds a Series 65 designation and previously worked at SVB Wealth LLC. Her background includes roles outside finance, such as at Mohawk Golf Club and educational institutions. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers diversified portfolio management, financial planning, and access to alternative investments, managing approximately $126.9 billion in client assets as of December 31, 2024.

Kevin Rabbitt is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, and The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Nicole Fox is a CFP® and holds a Series 66 license with 20 years of industry experience. She has worked at Cerity Partners LLC since 2023 and previously spent seven years at AJ Wealth. Nicole is based in New York, NY. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers a range of services including investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments. Cerity customizes portfolios based on client profiles, emphasizing diversified asset allocation and employing both proprietary quantitative screening and third-party managers.

Derek Olsen is a financial advisor at Cerity Partners LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs - Ayco for 22 years and Graypoint LLC for 4 years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Susan Reese is a financial advisor at Cerity Partners LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Graypoint LLC, Bender Lane Advisory, LLC, and Robertson Stephens Advisors. Outside of her advisory role, she serves as trustee for multiple family trusts. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, charitable institutions, foundations, endowments, and other institutional clients. The firm offers customized portfolios with diversified asset allocation and a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Vonnerika Carrington is a financial advisor at Cerity Partners LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Cerity Partners since 2019, following a 12-year tenure at The Ayco Company, L.P./Mercer Allied. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes high-net-worth individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolio strategies.

Harry Shamlian is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Cerity Partners in 2025, he worked at Graypoint LLC, Veracity Capital LLC, and Goldman Sachs AYCO. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, emphasizing diversified asset allocation and customized portfolios.

Lindsey Nadel is a financial advisor at Cerity Partners LLC in New York, NY, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cerity Partners since 2014. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high-net-worth individuals, families, institutions, and corporations. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Timothy Macherone is a financial advisor at Cerity Partners LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Shade Tree Advisors LLC and Goldman Sachs AYCO. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.