About Emily
Emily works out of the Boston office of Cerity Partners servicing high-net worth families. She specializes in helping clients navigate markets by making asset allocation and other investment related decisions. She works with a limited number of families and is able to provide highly customized advic... One thing I want my clients to know about me is... I am committed to delivering a small firm feel and customized experience for my clients depsite being part of a large organization.
Areas of focus
Credentials & background
Licenses
Series 65Series 63SIESeries 7
Education
MBA with a Concentration in Finance Suffolk University (2020); Bachelor of Science in Finance & Economics Fairfield University (2013)
Clients served
InheritorsParents of Special Needs ChildrenRetireesUltra High Net Worth IndividualsCorporate ExecutivesHigh Net Worth IndividualsWealthy FamiliesWomen in TechBusiness Owners
Registered in
Massachusetts, Texas
Regulatory
The firm
Cerity Partners