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.
cerity partnersgeorgehubbard
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.
cerity partnersbrettdearing
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.
cerity partnersaaronwaxman
https://ceritypartners.com/team/michelle-soto/
Michelle Soto | Cerity Partners
Jun 12, 2025 - Michelle is a Partner based in the Silicon Valley office.
michelle sotocerity partners
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.
wealth managementnorthcerity
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...
erin turnercerity partners
https://ceritypartners.com/team/james-ellis/
James Ellis | Cerity Partners
cerity partnersjamesellis
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.
cerity partnerslynda
https://ceritypartners.com/team/vince-pasqualino/
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.
cerity partnersvince
https://ceritypartners.com/team/mimi-drake/
Mimi Drake | Cerity Partners
Oct 2, 2025 - Mimi is a Partner and Practice Leader in the Pennsylvania office.
cerity partnersmimidrake
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...
saratoga springsofficecerity
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...
nasdaq private marketcerity
https://ceritypartners.com/team/joe-gerace/
Joe Gerace | Cerity Partners
cerity partnersjoegerace
https://ceritypartners.com/team/doug-bonaquist/
Doug Bonaquist | Cerity Partners
Aug 19, 2025 - Doug is a Partner and the Head of Corporate Business Development.
cerity partnersdoug
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...
market outlookcerity partners
https://ceritypartners.com/team/susan-reese/
Susan Reese | Cerity Partners
cerity partnerssusanreese
https://ceritypartners.com/insights/should-investors-fear-an-ai-bubble/
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
cerity partnerschristopher
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.
cerity partnerschen
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.
cerity partnersericpurdy
https://ceritypartners.com/team/justin-murphy/
Justin Murphy | Cerity Partners
cerity partnersjustinmurphy
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.
cerity partnersianbai
https://ceritypartners.com/team/joseph-amicone/
Joseph Amicone | Cerity Partners
cerity partnersjoseph
https://ceritypartners.com/team/ryan-rosmarin/
Ryan Rosmarin | Cerity Partners
Oct 17, 2025 - Ryan is a Principal in the Saratoga Springs, NY office.
cerity partnersryanrosmarin
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.
cerity partnersmadeleine
https://ceritypartners.com/team/juliana-thibodeau/
Juliana Thibodeau | Cerity Partners
Oct 20, 2025 - Juliana is a Senior Associate in the Saratoga Springs, NY office
cerity partnersjuliana
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.
cerity partnersdylancooper
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...
cerity partnersamitaschultes