Best Investors Account Sign in
Inactive

Leo Clark Pandolfi

Cerity Partners LLC

Boston, MA

New York, NY

Claim This Profile
Current Employers
Cerity Partners Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-08
  • MA RA
    APPROVED
    Since 2025-10-08

Branch Locations

53 State Street 39Th Floor, Boston, MA 02109 • 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
St. Paul'S School Concord NH 09/2015 06/2019
Hart'S Restaurant Meredith NH 06/2019 09/2019
Boston College Chestnut Hill MA 09/2019 05/2023
Self-Employed Boston MA 05/2023 09/2023
Fulbright Association Jena 09/2023 06/2024
Self-Employed Boston MA 06/2024 12/2024
Cerity Partners Llc New York NY 01/2025 Present
The 'QUin House Boston MA 06/2023 09/2023
  • 09/2015 → 06/2019
    St. Paul'S School
    Concord, NH
  • 06/2019 → 09/2019
    Hart'S Restaurant
    Meredith, NH
  • 09/2019 → 05/2023
    Boston College
    Chestnut Hill, MA
  • 05/2023 → 09/2023
    Self-Employed
    Boston, MA
  • 09/2023 → 06/2024
    Fulbright Association
    Jena
  • 06/2024 → 12/2024
    Self-Employed
    Boston, MA
  • 01/2025 → Present
    Cerity Partners Llc
    New York, NY
  • 06/2023 → 09/2023
    The 'QUin House
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-20
  • S65 Uniform Investment Adviser Law Examination
    2025-09-20

View on SEC IAPD

Other Firms

COHERE CAPITAL
BAYPINE HOLDINGS LP
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P.
LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor