Monica Mary Foy

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

• 11/2024 → Present
  Cerity Partners Llc
  New York, NY
• 08/2024 → 09/2024
  Humphreys Group
  San Francisco, CA
• 01/2024 → 08/2024
  Intuit
  San Francisco, CA
• 07/2022 → 03/2023
  Humphreys Group
  San Francisco, CA
• 01/2020 → 02/2022
  H&R Block
  San Francisco, CA
• 01/2017 → 01/2024
  Homemaker
  San Francisco, CA
• 07/2001 → 12/2016
  First Republic Bank
  San Francisco, CA

Other Businesses

OTHER BUSINESS: Accurate Machine Builders INVESTMENT RELATED - No ADDRESS: 1971 E. Beltline NE, Grand Rapids, MI 49525 NATURE OF BUSINESS: Engineering Consultant. POSITION: Bookkeeper START DATE OF YOUR RELATIONSHIP: April, 2018 APPROX. NUMBER OF HOURS/MONTH DEVOTED TO THE OTHER BUSINESS: 3-5 NUMBER OF HOURS DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO OTHER BUSINESS: Accounts payable & receivable

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-18