https://ceritypartners.com/team/george-hubbard/
George Hubbard | Cerity Partners
Jul 21, 2025 - George is a Partner in our Madison Avenue New York office and leads the firm’s Private Market Investments practice.
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https://ceritypartners.com/team/brett-dearing/
Brett Dearing | Cerity Partners
Jun 11, 2025 - Brett Dearing is a Partner and Exit Planning Specialist in the New York office with almost thirty years of experience.
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https://ceritypartners.com/team/aaron-waxman/
Aaron Waxman | Cerity Partners
Jun 12, 2025 - Aaron is a Partner based in the San Francisco office. He provides comprehensive investment and planning advice to individuals.
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https://ceritypartners.com/team/michelle-soto/
Michelle Soto | Cerity Partners
Jun 12, 2025 - Michelle is a Partner based in the Silicon Valley office.
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https://ceritypartners.com/locations/north-carolina/
Wealth Management in North Carolina | Cerity Partners
With an office located near downtown Raleigh, Cerity Partners provides a convenient location for anyone in need of wealth management services.
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https://ceritypartners.com/team/erin-turner/
Erin Turner | Cerity Partners
Aug 23, 2024 - Erin is a Senior Associate in the Saratoga Springs office. She is a member of the Training and Development team. Working closely with the Chief Training and...
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https://ceritypartners.com/team/james-ellis/
James Ellis | Cerity Partners
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https://ceritypartners.com/team/lynda-castellano/
Lynda Castellano | Cerity Partners
Apr 5, 2023 - Lynda is a Partner in our Madison Avenue New York office, where she oversees client relationship development and acquisition along the Eastern Seaboard.
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Vince Pasqualino | Cerity Partners
Jul 17, 2025 - Vince Pasqualino is a Partner in the Saratoga Springs office. He is a member of the Wealth Management team.
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https://ceritypartners.com/team/mimi-drake/
Mimi Drake | Cerity Partners
Oct 2, 2025 - Mimi is a Partner and Practice Leader in the Pennsylvania office.
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https://ceritypartners.com/locations/saratoga-springs/
Saratoga Springs Office | Cerity Partners
Our Saratoga Springs office is conveniently located on the 2nd and 5th floors, with team members specializing in a variety of financial strategies. Contact us...
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https://www.nasdaqprivatemarket.com/npm-announces-partnership-with-cerity-partners-to-deliver-financial-planning-to-private-companies-and-employees/
Nasdaq Private Market Announces Strategic Partnership with Cerity Partners to...
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https://ceritypartners.com/team/joe-gerace/
Joe Gerace | Cerity Partners
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Affordable Workers' Comp for Small Businesses - Cerity
May 29, 2025 - Get essential workers’ comp insurance from Cerity for as low as $25/month. Pay monthly like a subscription and cancel any time. Pay only for what you need.
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https://ceritypartners.com/team/doug-bonaquist/
Doug Bonaquist | Cerity Partners
Aug 19, 2025 - Doug is a Partner and the Head of Corporate Business Development.
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https://ceritypartners.com/insights/video-november-2025-economic-market-outlook/
November 2025 Economic and Market Outlook | Cerity Partners
Nov 6, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? In this outlook, Partner and...
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https://ceritypartners.com/team/susan-reese/
Susan Reese | Cerity Partners
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Should Investors Fear an AI Bubble? | Cerity Partners
Nov 20, 2025 - Rather than fearing the creation of an investment bubble, it is more important to focus on when or if it will pop. Learn more about the AI bubble and how it...
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https://ceritypartners.com/team/christopher-hemstead/
Christopher Hemstead | Cerity Partners
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https://ceritypartners.com/team/yanming-chen/
Yanming Chen | Cerity Partners
Aug 31, 2022 - Yanming is an Associate in the Boston office. She is responsible for client administrative functions including billing and tax reporting.
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https://ceritypartners.com/team/eric-purdy/
Eric Purdy | Cerity Partners
Jul 22, 2025 - Eric is a Partner and Business Development Officer in the New York office and a member of the Workplace Solutions team.
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https://ceritypartners.com/team/justin-murphy/
Justin Murphy | Cerity Partners
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https://ceritypartners.com/team/adam-hills/
Adam Hills | Cerity Partners
Sep 30, 2024 - Adam is the Chief Practice Officer of Cerity Partners. He is a member of the firm’s Leadership Team.
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https://ceritypartners.com/team/ian-bai/
Ian Bai | Cerity Partners
Jun 12, 2025 - Ian supports the Executive Financial Counseling practice, which provides financial planning and tax preparation to corporate executives.
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https://ceritypartners.com/team/joseph-amicone/
Joseph Amicone | Cerity Partners
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https://ceritypartners.com/team/ryan-rosmarin/
Ryan Rosmarin | Cerity Partners
Oct 17, 2025 - Ryan is a Principal in the Saratoga Springs, NY office.
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https://ceritypartners.com/team/madeleine-thomas/
Madeleine Thomas | Cerity Partners
Jan 9, 2025 - Madeleine is a Senior Associate in the Chicago office. She supports the firm’s marketing initiatives through content management and creation.
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https://ceritypartners.com/team/juliana-thibodeau/
Juliana Thibodeau | Cerity Partners
Oct 20, 2025 - Juliana is a Senior Associate in the Saratoga Springs, NY office
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https://ceritypartners.com/team/dylan-cooper/
Dylan Cooper | Cerity Partners
Jun 11, 2025 - Dylan is a Principal in the Saratoga Springs office. He is a part of the firm’s Executive Financial Counseling practice.
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https://ceritypartners.com/team/amita-schultes/
Amita Schultes | Cerity Partners
Jun 18, 2025 - Amita is a Partner in the New York office, managing Cerity Partners OCIO client portfolios. She is also a member of the Cerity Partners OCIO Investment...
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https://ceritypartners.com/team/darrick-priester/
Darrick Priester | Cerity Partners
Jul 28, 2025 - Darrick Priester is a Partner in the Saratoga, NY office. He is a member of the Risk Management team.
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https://ceritypartners.com/team/kevin-hines/
Kevin Hines | Cerity Partners
Jul 22, 2025 - Kevin is a Senior Principal in the Saratoga Springs office. He has over 15 years of experience advising high-net worth individuals, corporate executives and...
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https://ceritypartners.com/team/andrew-wolfgang/
Andrew Wolfgang | Cerity Partners
Dec 8, 2023 - Andy is the Chief Training and Quality Officer and a Partner based in upstate New York. Andy leads the firm’s training efforts, overseeing Cerity Partners...
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https://ceritypartners.com/team/carol-oh/
Carol Oh | Cerity Partners
Jul 15, 2025 - Carol an Associate in the Saratoga Springs, NY office, working remotely from California. She is a member of the Human Capital team.
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https://ceritypartners.com/team/jaimie-sander/
Jaimie Sander | Cerity Partners
Dec 27, 2024 - Prior to joining Cerity Partners, Jaimie led talent acquisition programming and executive recruiting at GlobalFoundries. Outside of work, Jaimie dedicates time...
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https://ceritypartners.com/team/tara-ryan/
Tara Ryan | Cerity Partners
Dec 8, 2023 - Tara is Partner and Chief Marketing Officer at Cerity Partners and serves on the firm’s Executive Committee.
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Custom, Comprehensive Wealth Management | Cerity Partners
Mar 5, 2026 - Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.
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https://ceritypartners.com/team/dan-curran/
Dan Curran | Cerity Partners
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Dylan Power | Cerity Partners
Jun 11, 2025 - Dylan is a Principal in the Saratoga Springs office. He is a member of the firm’s Executive Counseling practice
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https://ceritypartners.com/team/mariah-clark/
Mariah Clark | Cerity Partners
Oct 17, 2025 - Mariah is a Principal in the Saratoga Springs, NY office.
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https://ceritypartners.com/team/douglas-nardi/
Douglas Nardi | Cerity Partners
Jun 12, 2025 - Doug is a Partner in the Chicago office with more than twenty-five years of experience managing client assets and advising wealthy individuals and families.
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