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 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 Business…
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. Ryan O’Connell is an Associate Director, Private Funds Reporting. Mr. O’Connell has extensive private fund accounting experience from Bank of New York Mellon, Theorem Fund Services, SS&C and Eton Solutions. Mr. O’Connell holds a Master’s Degree in Banking & Financial Services Management from Boston University, and a Bachelor of Business Administration in International Business…
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…
Ms. Alexis L. Hellberg is an Associate Director of Marketing. She is responsible for supporting and enhancing daily marketing initiatives while upholding the organizational brand standards of Certuity. Ms. Hellberg graduated Magna Cum Laude from the College of Charleston where she obtained a bachelor’s degree in Computing in the Arts.
Ms. Holly Workman supports Certuity’s Florida office high-net-worth clients and families. She works with new and existing clients to service financial requests and inquiries, and coordinates transactions and documentation while maintaining investment records. Prior to joining Certuity, Ms. Workman worked at Polen Capital, where she served as a Marketing and Internal Communications Specialist and a…
Mr. Kevin Byrne is actively involved in the financial reporting for family office clients. In addition to working with ultra high net worth families, Mr. Byrne is responsible for Certuity’s accounts payable and the development of the firm’s financial reports. Mr. Byrne earned a Bachelor of Science degree in Finance from the College of Business…
Mr. Harrison Page is a Director of Alternative Investments. Prior to joining Certuity, Mr. Page served as a Private Markets Analyst and Investment Associate at Meketa Investment Group, where he conducted investment due diligence and private fund selection across a range of private market asset classes. Before his role at Meketa Investment Group, he held…