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

Cameron V. Doty

Carter Mecham

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.

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

The Leadership Team at Certuity is responsible for setting the strategic direction and vision of the company while ensuring alignment with its mission to protect the financial future of high net worth families and business owners. Comprising key executives such as the President, Managing Directors, CFO & Chief Compliance Officer, and Chief Investment Officer, this team collaborates to develop financial strategies, oversee investment philosophies, and implement risk management practices that enhance client wealth and legacy planning. Their collective expertise drives Certuity's commitment to delivering exceptional service and results for clients.

Certuity

Org chart

Teams

Investment Management

Finance and Accounting

Leadership Team

Offices

Certuity

Org chart

Teams

Investment Management

Finance and Accounting

Leadership Team

Offices

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