Mr. Jackson Ulvila is an Associate at Certuity. He supports advisors with portfolio analysis, investment research, and the implementation of investment strategies, while preparing client reports and investment proposals for high-net-worth clients. Prior to joining Certuity full-time, Mr. Ulvila served as a Private Wealth Management Intern at the firm, where he gained hands-on experience in…
Mr. Michael Jacobs is an Investment/Portfolio Associate at Certuity. His responsibilities include creating portfolio allocations and investment proposals for clients, conducting investment research, and supporting the firm’s portfolio management process. Prior to joining Certuity, Mr. Jacobs completed investment analysis internships with SGV Holdings and Strategic Asset Services, where he conducted fundamental equity research, developed investment…
Brian Thaler is a Family Office Controller in Certuity’s Family Office group, where he is responsible for overseeing accounting operations for family office clients. He brings experience in financial statement preparation, month-end close processes, cash oversight, budgeting, and multi-entity reporting. Prior to joining Certuity, Mr. Thaler served as Controller for a real estate-focused family office,…
Mr. Gannon Brown is an Associate at Certuity. His key responsibilities include portfolio analysis, reporting, trading, building and presenting investment proposals, and conducting investment research. Prior to joining Certuity, Mr. Brown served as a Financial Representative at Fidelity Investments, where he spent nearly two years across progressive roles including Financial Services Representative and Financial Representative.…
Mr. Colin Rhodes is a Client Relations Associate at Certuity. He supports the firm’s high-net-worth clients and families, handling daily inquiries and servicing financial requests. Mr. Rhodes also coordinates transactions and documentation while maintaining investment records and additionally supports the firm’s family office practice. Prior to joining Certuity, Mr. Rhodes founded and served as Director…
Mrs. Chloe Gurosky is a Marketing Associate at Certuity. Prior to joining Certuity, Mrs. Gurosky served as a Marketing Coordinator at Burr & Forman LLP, where she supported the firm’s marketing efforts across strategy, digital marketing, and communications. Mrs. Gurosky holds a Bachelor of Business Administration in Marketing with a concentration in Digital Integrated Marketing…
Ms. Ellie Nguyen is a Client Services Associate at Certuity. She supports the firm’s high-net-worth clients by managing account openings, funding, and money movements, while preparing documentation, tax-related materials, and redemption forms. Ms. Nguyen coordinates client meetings, maintains CRM data, handles cash transfers and wires, and serves as a key point of contact between clients…
Mr. Eli Fenton is an Associate at Certuity. He is responsible for implementing investment strategies for client portfolios and addressing daily inquiries from high-net-worth clients. He works closely with our clients at the North Palm Beach office. Mr. Fenton is currently an MBA student at Florida Atlantic University concentrating in Finance with a focus on…
Cristian Lopez is an Associate at Certuity. He is responsible for implementing investment strategies for client portfolios and addressing daily inquiries from high-net-worth clients. He works closely with our clients at the Manhattan Beach office. Mr. Lopez completed his B.A. in Economics at Loyola Marymount University, where he also studied abroad in Madrid at Universidad…
Ms. Eroshin has over 20 years of experience working with ultra-high-net-worth families, foundations, endowments, family offices and attorneys. Prior to joining Certuity, Ms. Eroshin held multiple leadership roles in family offices, including CEO, CFO, Head of Family Office, Director of Investment Research and Senior Portfolio Manager. In her family office roles, she oversaw leading teams,…