Anna Yu is an Associate Director at Certuity with extensive experience supporting wealth advisors and their clients while maintaining productivity and compliance standards. Prior to Certuity, Ms. Yu served as a Wealth Advisor Associate at First Republic Bank, where she was responsible for supporting two wealth advisors and their prospective clients across the San Francisco…
Ms. Holly Workman 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. Workman worked at Polen Capital, where she served as a Marketing and Internal Communications Specialist and a…
Mr. Kevin Byrne is actively involved in the financial reporting for family office clients. In addition to working with ultra high net worth families, Mr. Byrne is responsible for Certuity’s accounts payable and the development of the firm’s financial reports. Mr. Byrne earned a Bachelor of Science degree in Finance from the College of Business…