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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-11-15 |
Branch Locations
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Terminal Tower 50 Public Square, Suite 2700, Cleveland, OH 44113 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-12-19 |
Branch Locations
Terminal Tower 50 Public Square, Suite 2700, Cleveland, OH 44113 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cerity Partners Llc | New York | NY | 06/2018 | 03/2025 |
| Marsh, Berry & Company, Inc. | Woodmere | OH | 09/2017 | 06/2018 |
| John Carroll University | University Heights | OH | 08/2014 | 05/2017 |
| N/A | University Heights | OH | 05/2017 | 09/2017 |
| Cerity Partners Llc | New York | NY | 03/2025 | Present |
1) Christ Child Society of Cleveland; Investment-Related: Yes; Address: Cleveland, OH; Nature of Business: Non-profit serving impoverished children in Greater Cleveland; Position/Title: Investment Advisory Committee Member; Start Date: June 2026; Number of Hours during securities trading hours: 1 hour per quarter; Number of hours outside of securities trading hours: 1 hour per quarter; Duties: Collaborate regarding investment management and cash management strategies for the organization 2) Botany Cross Collective LLC; Investment-Related: No; Address: Cleveland, OH; Nature of Business: Provide NIL support to John Carroll University student-athletes; Position/Title: Owner; Start Date: May 2026; Number of Hours during securities trading hours: 1 hour per month; Number of Hours outside of securities trading hours: 2 hours per month; Duties: Manage the LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-19 |
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