Kolbe Michelle Bachman

Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2025 → Present
  Cerity Partners Llc
  New York, NY
• 07/2024 → 06/2025
  Stepstone Group
  La Jolla, CA
• 08/2020 → 05/2024
  University Of San Diego
  San Diego, CA
• 06/2023 → 08/2023
  General Atomics
  San Diego, CA
• 08/2015 → 06/2020
  Full-Time Education
  Woodbury, MN

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-10