George Taylor Hubbard

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

• 07/1998 → 12/2020
  Algonquin Advisors,Llc
  Greenwich, CT
• 12/2020 → Present
  Cerity Partners Llc
  Jackson, WY

Previous Registrations

• 2007-01-31 → 2020-12-07
  Algonquin Advisors Llc
  Greenwich, CT

Other Businesses

1) GERSON LEHRMAN GROUP, INC.; YES-INVESTMENT RELATED; NEW YORK, NY; SUBJECT MATTER CONSULTANT; CONSULTANT; MARCH 2025; 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; CONSULTANT/SME TO THEIR CLIENTS ON AN AD HOC BASIS 2) CENLAR FSB AND CENLAR CAPITAL CORP, NON-INVESTMENT RELATED, YARDLEY, PA, BOARD OF DIRECTORS, START 12/1998; 6 HRS A MONTH DURING SECURITIES TRADING HOURS, CHAIR OF THE HUMAN CAPITAL & GOVERNANCE COMMITTEE 3) MICROMART, INC.; NOT INVESTMENT RELATED; CANADA; BOARD OBSERVER; 2/2023; 2 HOURS EVERY 3 MONTHS OUTSIDE OF SECURITIES TRADING HOURS; ATTEND BOARD MEETINGS 4) AMMOF GP LLC; Investment related; New York, NY; Managing member or authorized principal of the General Partner for five unaffiliated and unregistered Funds: Global Equity Access Fund, L.P., Algonquin Special Opportunities Fund I, L.P., Algonquin Middle Market Opportunities Fund, L.P., AMMOF Ltd., AMMOF AIV, L.P. and MAI Wealth Private Equity Fund, L.P. (the "Funds"). George receives no compensation for his role as managing member and may have a carried interest in some of the Funds; Also the Managing Member of AMMOF GP LLC and Algonquin Advisors LLC, general partners of the aforementioned funds; 1 hour/month during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-22
• S63 Uniform Securities Agent State Law Examination
  1983-12-28