Michelle Espiritu Soto

Employer firm

Cerity Partners Retirement Plan Consultants CRD 164198

$40.3B regulatory AUM 105 advisory clients

Reported services (Item 5G)

• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2012 → 10/2021
  Bingham Osborn & Scarborough, Llc
  San Francisco, CA
• 11/2021 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2012-03-20 → 2021-11-01
  B|O|S
  San Francisco, CA
• 2004-10-19 → 2012-03-06
  Bailard, Inc.
  Foster City, CA

Other Businesses

Name of Business: The Peninsula College Fund Investment-Related: Yes Address: Nature of Business: Endowment Fund Position: Board Member and Investment Committee Chair Start Date: 6/2022 Hours: 1 hour per month during securities trading hours Duties: Oversees the Peninsula College Fund's investment advisor and reports on the funds endowment to the Board.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-23

Designations

• Certified Financial Planner

Other Names

• Michelle Leonor Espiritu
• Michelle Leonor Soto