Louis Pancoast Abel

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

• 03/2010 → 02/2020
  First Foundation Advisors
  Pasadena, CA
• 10/2022 → Present
  Cerity Partners Llc
  Los Angeles, CA
• 06/2020 → 09/2022
  Covington Capital Management
  Los Angeles, CA
• 05/2020 → 05/2022
  Tarbox Family Office
  Newport Beach, CA

Previous Registrations

• 2011-03-18 → 2020-03-19
  First Foundation Advisors
  Irvine, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-01-27

Designations

• Chartered Financial Analyst