Ms. Chloe Sandler 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. Ms. Sandler acts as the company liaison with custodians, investment managers and other outside agencies. Prior to joining Certuity, Ms. Sandler spent…
Ms. Amanda Courtney oversees account administration and maintenance. She works with new and existing clients to service all financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Amanda acts as the company liaison with custodians, investment managers and other outside agencies. She manages client relationships and helps support all facets of…
Ms. Rita Soto has over twenty-five years of experience in providing financial, accounting, tax and family office solutions to closely held companies and high net worth individuals. She has extensive experience in individual and corporate tax planning, compliance, cash flow analysis and wealth maximization. As Certuity’s Family Office Managing Director, Ms. Soto works with the…
Mr. Carter Mecham is Certuity’s Chief Financial Officer and Chief Compliance Officer. He is responsible for the development, management and monitoring of the firm’s financial and corporate reporting. He is also responsible for establishing and implementing effective standards, practices and procedures designed to keep Certuity compliant with government regulators. With over 15 years of wealth…
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. Hatzivassiliou advises affluent individuals, families, and institutions, as well as their respective trusts, estates, foundations and endowments on all wealth management and family office related matters and he is an active member of Certuity’s investment strategy team. Prior to joining Certuity, Mr. Hatzivassiliou spent seventeen years in the high net worth investment and banking…
Mr. Jayson J. Brown advises high net-worth individuals and families. He is actively involved in Certuity’s business development and client relationship efforts, serving prominent families and individuals throughout the country. He is a Partner of the firm and is a member of Certuity’s investment strategy team. Prior to joining Certuity, Mr. Brown was one of…
Mr. Mark Udis is a Partner of Certuity and joined the firm in 2005. Mr. Udis focuses on families of significant financial resources and is actively involved in the firm’s family office practice. As a member of Certuity’s investment strategy team, he is actively involved in portfolio management and manager selection. Mr. Udis began his…
Mr. Welch joined the Board of Managers of Certuity in 2020 and is the Chief Investment Officer and a Partner. As the head of Certuity’s investment strategy team and member of the firm’s risk management team, he is actively involved in all facets of the firm’s investment program and works with Certuity’s advisors, investment analysts…
Mr. Rich P. Bursek is President and Partner of Certuity. Mr. Bursek oversees the company and spearheads its corporate mission to protect the financial future of clients and safeguard their quality of life. His success in building a world-class multifamily office and registered investment advisory firm reflects a culture that empowers employees to serve sophisticated…