Certuity
3 followers
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
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Rich P. Bursek
President
Rich P. Bursek
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Scott Welch
Chief Investment Officer & Partner
Constantine S. Hatzivassiliou
Managing Director
Graham K. Mandl
Managing Director
Mariia Eroshin
Managing Director, Family Office, Foundations And Endowments
Bradley Vialpando
Managing Director, Legacy And Wealth Planning
Rita F. Soto
Family Office Managing Director
Booth A. Boughan
Director
Rebecca K. Shaw
Director
Cameron V. Doty
Director
Ryan O’connell
Associate Director, Private Funds Reporting
Rory A. Brown
Business Analyst, Technology
