Certuity provides a holistic approach to wealth management and legacy planning for prominent high net worth families, business owners and entrepreneurs. Our approach to preserving and expanding wealth is a blend of financial strategy, investment philosophy and risk management. Expertise honed over time, our mission is to protect the financial future of our clients and safeguard their quality of life.

Insurance

Investment Management

Risk & Compliance

Certuity

Certuity's headquarters in North Palm Beach, United States

Rich P. Bursek

Brian E. O'Neil

Alina Scally

Giuliano Celle

Garrett Alton

Scott Welch

Cameron V. Doty

This department consists of multiple associates working collaboratively to support various organizational functions.

Associates Department

The Investment Management team at Certuity is responsible for developing and implementing tailored investment strategies that align with the financial goals of high net worth clients. They conduct thorough market analysis, manage diverse investment portfolios, and provide insights to optimize returns while mitigating risks. Collaborating closely with other departments, this team ensures a holistic approach to wealth preservation and growth, enhancing the overall financial health and legacy of their clients.

This department provides strategic oversight and guidance to the organization.

Leadership Council

The Finance and Accounting team at Certuity is responsible for managing the financial health of the organization and its clients. They oversee budgeting, financial reporting, and compliance, ensuring accurate record-keeping and strategic financial planning. This team plays a critical role in supporting the company's mission by providing insights that help safeguard clients' wealth and enhance their financial strategies.

Finance and Accounting

This department focuses on promoting products and managing relationships with clients to enhance customer satisfaction and drive business growth.

Marketing and Client Services

This department focuses on building and maintaining strategic partnerships to enhance business opportunities and collaborations.

Certuity

Org chart

Teams

Associates Department

Investment Management

Leadership Council

Finance and Accounting

Marketing and Client Services

Partnership Management

Offices

Certuity

Org chart

Teams

Associates Department

Investment Management

Leadership Council

Finance and Accounting

Marketing and Client Services

Partnership Management

Offices

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