Sarah Channing Zoeller

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

• 08/2022 → 08/2023
  Rivel
  Westport, CT
• 05/2021 → 07/2022
  Cybereason
  Boston, MA
• 04/2020 → 05/2021
  Vistra Corp
  Dallas, TX
• 11/2018 → 04/2020
  Esperion
  Ann Arbor, MI
• 11/2017 → 11/2018
  Louisville Metro
  Louisville, KY
• 04/2014 → 11/2017
  Yum Brands
  Louisville, KY
• 09/2024 → Present
  Cerity Partners Llc
  New York, NY
• 09/2023 → 08/2024
  Unemployed
  Celina, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-11-22

Designations

• Certified Financial Planner

Other Names

• Sarah Channing Hollander