Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced the appointment of Garrett Alton as Managing Director. Based in Atlanta, Alton will expand Certuity’s presence in Atlanta and throughout the Southeast region.
Earlier in his career, Alton spent more than a decade at BNY Wealth in multiple Managing Director roles while leading teams responsible for over $20 billion in client assets. He co-founded the firm’s National M&A and Private Business Advisory Practice and served on the Operating and Solutions Strategy Committee for more than 10 years.
He went on to hold senior leadership positions at Wilmington Trust, including Executive Vice President & Head of National Sales and Chair & President of the Southeast Region, where he transformed the firm’s wealth business and led teams that served complex ultra-high-net-worth families.
Most recently, Alton also served as a Partner and Managing Director at Pennington Partners & Co., where he led the firm’s multi-family office growth strategy.
“Garrett’s appointment strengthens our ability to deliver comprehensive wealth solutions to our clients. His decades of experience advising entrepreneurs and multi-generational families paired with his proven ability to lead transformational growth at large institutions will be instrumental as we establish our presence in Atlanta and expand throughout the Southeast,” said Rich Bursek, President and Partner of Certuity.
“Certuity has distinguished itself as the wealth management firm and multi-family office of choice for business leaders and ultra-high-net-worth families seeking sophisticated guidance. I am honored to join a firm that embodies the independence, deep expertise, and exceptional service I strive to provide my clients and I look forward to introducing more families to Certuity,” Alton said.
Alton holds the Certified Exit Planning Advisor (CEPA®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®) designations. He earned a Bachelor of Business Administration in Business Management from Augusta University and has completed executive education programs at the MIT Sloan School of Management.
About Certuity
Certuity is a multi-family office and wealth management firm specializing in tailored financial services for high- and ultra-high-net-worth individuals, entrepreneurs, business owners, C-suite executives and family offices. Core offerings include investment advisory, tax mitigation strategies, estate and legacy planning, access to private investments, family office services and consolidated performance and tax reporting, With a strong emphasis on wealth preservation, institutional-level strategies and legacy planning, Certuity delivers a personalized family office experience designed for the current and next generation of global families.