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,…
Mr. Gregory Marino 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 both advisors and their clients. Additionally, he oversees corporate and client-specific reporting functionalities and takes a role in deploying new technologies that enhance the firm’s efficiency…
Anna Yu is an Associate at Certuity with extensive experience supporting wealth advisors and their clients while maintaining productivity and compliance standards. Prior to Certuity, Ms. Yu served as a Wealth Advisor Associate at First Republic Bank, where she was responsible for supporting two wealth advisors and their prospective clients across the San Francisco and…
Mr. Manuel Cukaj is an Associate Director of Data Analytics and Investments. Prior to joining Certuity, Mr. Cukaj worked at a FinTech startup and gained experience in data engineering and analysis, IT business analysis and market research. Mr. Cukaj holds a Master of Science in Information Technology from Nova Southeastern University, and a Bachelor of…
Mr. Rodrigo Castaneda is a Business Analyst of Technology and AI. Mr. Castaneda supports technology-driven initiatives and analytical efforts focused on advancing data, systems, and AI-enabled solutions. He partners with cross-functional teams to evaluate business requirements, architect data-driven solutions, and contribute to the development of scalable technology that enhances client service and operational efficiency. Prior…
Mr. Rory Brown is a Business Analyst, Technology at Certuity. Mr. Brown has experience in data aggregation, machine learning and data analytics. Additionally, Mr. Brown co-founded Linkd Supply, an online group purchasing platform for small businesses, His earlier roles include venture capital and software internships at AVOXI, NearShore Technology and Story Ventures, and at the…
Mr. Nicholas Andrew is an Associate Director, Private Funds Reporting. Mr. Andrew supports the preparation and delivery of financial reporting for private funds managed by Certuity. In this role, he works closely with finance and accounting teams to ensure accurate reporting, regulatory compliance, and timely communication of fund activity and performance to internal and external…
Ms. Erin Reilly is an Associate Director of Financial Reporting. Prior to joining Certuity, Ms. Reilly served as an Investment Accounting Specialist and as an Accounting and Billing Specialist at SMArtX Advisory Solutions. Prior to SMArtX Advisory Solutions, Ms. Reilly was a Senior Analyst at Northern Trust Corporation. Ms. Reilly holds a Master’s in Business…