Jeff Zych
Jeff is a Partner in the Denver office. As an advisor, he specializes in investment management, insurance, tax, and financial planning. Prior to joining Cerity Partners, he was a Partner with Karsten...
View ArticleMasha Hodi
Masha is a Partner in the Denver office and our Chief Experience Officer. Her long history building Cerity Partners combined with her passion for our clients, puts her in a unique position to help...
View ArticleMeghan Smith
Meghan is a Principal in the Denver and Louisville, Colorado offices. She works in tax preparation and assists with the operations of the financial planning team. Her responsibilities include managing...
View ArticleJeremy Robbins
Jeremy is a Principal in the Denver office. He specializes in wealth management, financial planning, and income tax for individuals and families. Prior to joining Cerity Partners, Jeremy worked for...
View ArticleSarah Meiser
Sarah is a Senior Associate in the Louisville, Colorado office. She specializes in tax preparation for individuals, small businesses, trusts and estates. Prior to joining Cerity Partners, Sarah worked...
View ArticleElizabeth Musarra
Liz is a Partner in the Colorado office where she is responsible for tax planning, compliance, and financial advisory services.  She has more than 15 years of experience providing tax planning and...
View ArticleRobert E. Jones
Robert is a Principal in the Denver, Colorado office. He is part of the firm’s Executive Financial Counseling practice, which provides financial planning, tax planning, and tax preparation services to...
View ArticleKim Curtis
Kim is a Partner in the Denver office. She is a nationally recognized wealth management advisor and speaker. Renowned for her holistic approach, she specializes in integrated wealth management,...
View ArticleJustin Hobbs
Justin Hobbs is a Principal in the Denver office. In his current role, he spearheads efforts in client relationship management, financial planning, and portfolio management, with specialties in...
View ArticleCashel Giordano
Cashel is an Associate based in the Denver office. In her current role, Cashel is focused on working with clients to create a comprehensive financial plan that is aligned with their personal goals and...
View ArticleTabitha Aspling
Tabitha is a Senior Associate in the Denver office. She assists with financial planning and client portfolio review meetings, provides day-to-day client service, and coordinates with custodians for...
View ArticleTimothy J. Keating
Tim is a Partner based in the Denver office. He has over 35 years of Wall Street experience. Prior to joining Cerity Partners, Tim was the President of Keating Wealth Management. Previously, he was the...
View ArticleChris Bittman
Chris is a Partner in the Denver office, overseeing the operations and strategic direction of Cerity Partners OCIO. Before joining Cerity Partners Chris was a Partner, CEO and CIO at Agility. Under his...
View ArticleDarren Myers
Darren is a Partner in the Denver office, where he runs the Cerity Partners OCIO Research Group and the OCIO Absolute Return Investment Program. Before joining Cerity Partners Darren was a Partner and...
View ArticleKent Muckel
Kent is a Partner in the Denver office, where he helps manage Cerity Partners OCIO. Additionally, he holds key positions within the firm, serving as a member of both the Cerity Partners OCIO Investment...
View ArticleEnoch Vanotoo
Enoch is an Associate in the Denver Office and a member of the Cerity Partners OCIO Business Development Team. His primary duties include analyzing historical client performance for prospective client...
View ArticleMitch Straub
Mitch is an Associate in the Denver office and is a member of the Cerity Partners OCIO Accounting and Operations Team. In his role, he assists with various fund accounting and financial operations...
View ArticleJason Phan
Jason is an Associate in the Denver office and a member of the Cerity Partners OCIO Accounting and Operations Team. He assists with various fund accounting and financial operations tasks, including...
View ArticleAnna DiFrancesco
Anna is an Associate in the Denver office and a member of the Cerity Partners OCIO Client Service Team. Her duties include serving as a specialist for all client-related information and activities,...
View ArticleEvelyn Burgess
Evelyn is an Associate in the Denver office and a member of the Cerity Partners OCIO Client Service Team. Her duties include serving as a specialist for all client-related information and activities,...
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