Ms. Hamilton is a Director of Marketing. Ms. Hamilton joins with a background in marketing, sales operations and corporate communications. Prior to joining Certuity, she was an Associate Marketing Manager at Ascend where she built their demand generation marketing program, enabling growth from zero to 450 customers. Prior to joining Ascend, Sonia was a Communications…
Ms. Natashia Rogers provides complex reporting and service needs for Certuity’s family office clients. She also supports Certuity’s high-net-worth clients out of the firm’s Florida office. Prior to Certuity, Ms. Rogers had a paralegal role at Broad and Cassel, a prominent Florida-based law firm. Prior to Broad and Cassel, Ms. Rogers had paralegal responsibilities working…
Ms. Angelina LaRocca is a senior accountant in Certuity’s Family Office practice and is responsible for maintaining the bookkeeping for Certuity’s Family Office clients, including maintaining the integrity of the general ledger, reconciling accounts, producing financial reports and ensuring the accuracy of retirement accounts and investment schedules. Prior to joining Certuity, Ms. LaRocca spent the…
Ms. Gibson is a Bookkeeper in Certuity’s Family Office where she is responsible for maintaining the bookkeeping for Family Office clients. Ms. Jean Gibson has over thirty-five years of experience in providing accounting and bookkeeping solutions to companies and non-profit organizations. Prior to joining Certuity, Ms. Gibson worked as an Accounting Clerk at a Georgia-based…
Mr. Cameron Doty is responsible for managing the accounts and inquiries of high-net-worth clients. Mr. Doty conducts performance reporting, tracks private equity investments, and manages the day to day accounting and servicing of high-net-worth clients. Mr. Doty joined Certuity in 2017. Prior to joining Certuity, Mr. Doty studied Economics and Entrepreneurship at Florida State University…
Mr. Mark Purcell is responsible for the investment strategy execution of client portfolios and the support of day-to-day inquiries of high-net-worth clients. He works closely with the advisors and their clients. He also manages corporate and client-specific reporting capabilities and plays a lead role in the implementation of new technology that supports the efficiency of…
Ms. Laura Halay 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. Halay worked at Merrill Lynch, where she focused on client account creation and customer relations. While at…
Mr. Michael Nunnally is a Director at Certuity. Prior to joining the firm, Mr. Nunnally served as a Financial Advisor at UBS, where he played a lead role in implementing advanced estate planning and wealth preservation strategies. Prior to being a Financial Advisor, Mr. Nunnally was a Wealth Planning Analyst at UBS where he partnered…
Ms. Alina Scally is Certuity’s Controller of Private Funds with over a decade of experience providing investment administration services to hedge funds and other private investment companies of varying size, type, and complexity. Ms. Scally is responsible for overseeing the financial reporting and operations of private funds sponsored and managed by Certuity. Ms. Scally most…
Ms. Michelle MacDonald is responsible for servicing the accounts of family office clients and ultra high-net-worth families and individuals. Prior to Certuity, Ms. MacDonald worked at UBS, where she served as a Registered Client Service Associate, focusing on client services for ultra-high net worth clients and equity plan advisory services. She began her career at…