Leo Clark Pandolfi

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2025-09-20