Graham Joseph Bowen

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

• 09/2016 → 12/2019
  West Chester University
  West Chester, PA
• 01/2020 → 05/2021
  Cru
  West Chester, PA
• 05/2021 → 10/2022
  938 Church
  West Chester, PA
• 11/2022 → 10/2023
  Authenticx
  Carmel, IN
• 11/2023 → 04/2026
  Certasite
  Indianapolis, IN
• 04/2026 → Present
  Cerity Partners Llc
  New York, NY

Other Businesses

1) CLEAN SLATE GROUP LLC; INVESTMENT-RELATED: YES; ADDRESS: WESTFIELD, IN; HOME SERVICES; POSITION: OWNER/OPERATOR; START DATE: 4/1/2025; 4 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; DUTIES: PROVIDE HOME CLEANING SERVICES TO RESIDENTIAL CUSTOMERS

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-10