Certuity

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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 t... Read more

Employees

11-50

Links

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Rich P. Bursek

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Scott Welch
Chief Investment Officer & Partner
Mariia Eroshin
Managing Director, Family Office, Foundations And Endowments
Rita F. Soto
Family Office Managing Director
Ryan O’connell
Associate Director, Private Funds Reporting
Rory A. Brown
Business Analyst, Technology
Kevin W. Byrne
Associate Director
Laura Halay
Director
Carter Mecham
CFO & Chief Compliance Officer
Michelle MacDonald
Senior Director, Client Service