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Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-05-13
  • PA RA
    APPROVED
    Since 2022-05-13

Branch Locations

100 Front Street, Suite 940, West Conshohocken, PA 19428 • United States

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Permit Capital Advisors West Conshohocken PA 04/2016 04/2022
Cerity Partners Llc New York NY 04/2022 Present
  • 04/2016 → 04/2022
    Permit Capital Advisors
    West Conshohocken, PA
  • 04/2022 → Present
    New York, NY
Previous Registrations
  • 2022-04-13 → 2022-05-23
    Permit Capital Advisors, Llc
    West Conshohocken, PA
Other Businesses

Matthew Taylor is an unpaid board member of Northeast Energy Center (NEC), an LNG manufacturing company in Massachusetts. The time commitment is approximately 4 hours a month. NEC is 25% owned by Liberty Permit Energy Funds, where Cerity Partners is the investment manager. The time commitment is approximately 4 hours a month. Start date is 1/6/2022. The company is 25% owned by a private equity fund where PCA is the investment manager. Mr. Taylor is a managing member or authorized principal of unregistered funds managed by Sage Advisors, LLC: One Tower Funds; Liberty Permit Energy Funds; GW Equity Fund, LLC; and Philadelphia Community Impact Fund, LLC. Mr. Taylor maintains a profit interest in these funds. Mr. Taylor is a managing member or authorized principal of general partners of unregistered funds: Permit Capital Advisors, LLC; Avonwood Capital GP LLC; Fisher Road, LLC; Liberty Permit Energy Infrastructure GP LLC; Liberty Permit Energy Vehicle LLC; and One Tower GP, LLC. Mr. Taylor maintains a profit interest in funds managed by these general partners. Mr. Taylor is a managing member or authorized principal of Permit QOZ Fund I, LLC. Mr. Taylor maintains a profit interest in this fund. Mr. Taylor is on the pension board of Lower Merion Police and Public Employee Pension Plan. Mr. Taylor is not compensated in this role.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-11-19
S63 Uniform Securities Agent State Law Examination 1997-11-12
  • S65 Uniform Investment Adviser Law Examination
    1997-11-19
  • S63 Uniform Securities Agent State Law Examination
    1997-11-12

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