May 2023 - Certuity announces the appointment of Lauren DiCola as Director of Investments and Market Research.
Prior to joining Certuity, Ms. DiCola was a member of Aon’s Global Asset Allocation Team. Aon, a global consulting firm with operations in 120 countries, Ms. DiCola worked with large clients where she provided comprehensive viewpoints on markets, economic developments and investment strategy. She also supported the firm’s proprietary capital market assumptions process and thought-leadership initiatives. Prior to Aon, Ms. DiCola worked at RVK, where she helped oversee the investment programs of various pension plans, endowments and foundations, and Taft Hartley Plans. This encompassed reviews on portfolio and fund performance, asset allocation and risk analysis, and managing client relationships. Ms. DiCola began her career with positions at both UBS and Willis Towers Watson.
Ms. DiCola holds a B.B.A. in Accounting and Finance from Loyola University Chicago, Quinlan School of Business.
Certuity provides a holistic approach to wealth management, legacy planning and family office services. With a focus on developing long-term relationships with its clients, the company has primarily grown through referrals. Its independent structure, objective platform and underlying fiduciary duty differentiate it from a majority of the traditional firms.
Certuity and its advisors have been recognized in Barron’s Top U.S. Advisors Ranked by State 2014-2023 and America’s Top 100 Independent Advisors 2016-2019, Forbes’ Top Women Advisors 2020-2021 and Best-in-State Advisors 2020-2023 lists, The Financial Times Top 300 Financial Advisors 2015-2020, Financial Advisors Magazine’s Top 50 Fastest Growing Firms 2013 & 2019 and RIA Ranking 2019-2022, and the Los Angeles Business Journal’s Banking and Finance Visionaries 2021-2023.
Certuity has offices in New York City, North Palm Beach, Manhattan Beach and Santa Monica. Learn more at www.Certuity.com.