Recognition
Proudly sharing both internal and industry acknowledgments of our hard work and devotion.
Professional Sports Market Insights: The Top 6 Things Investors Should Know
September 2023
Certuity Recognized in Citywire RIA's 50 Growers Across America List for 2023
August 2023
Certuity Recognized in Financial Advisor Magazine's RIA Ranking for Ninth Consecutive Year
August 2023
Why I Made the Move to an Independent Wealth Manager: A Conversation with Certuity's Daniel Lee
August 2023
Certuity Appoints Ms. Mariia Eroshin as Managing Director, Family Office, Foundations and Endowments
June 2023
Certuity Appoints Mr. Graham K. Mandl as Managing Director
June 2023
Certuity Appoints Ms. DiCola as Director of Investments and Market Research
May 2023
Forbes Recognizes Certuity Partners Kara Boccella and Mark Udis as Best-In-State Wealth Advisors
May 2023
Daniel J. Lee Appointed as Partner, Chief Revenue Officer and Wealth Advisor
April 2023
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