Caroline Elizabeth Hirt

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

• 08/2021 → 03/2023
  Svb Wealth Llc
  New York, NY
• 09/2017 → 06/2021
  Union College
  Schenectady, NY
• 08/2018 → 09/2018
  Mohawk Golf Club
  Schenectady, NY
• 09/2013 → 06/2017
  Columbia High School
  East Greenbush, NY
• 03/2023 → 12/2024
  Cerity Partners Llc
  New York, NY
• 01/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 2022-06-01 → 2023-03-17
  Svb Wealth
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-06-01

Designations

• Certified Financial Planner