Mr. Jackson Ulvila is an Associate at Certuity. He supports advisors with portfolio analysis, investment research, and the implementation of investment strategies, while preparing client reports and investment proposals for high-net-worth clients. Prior to joining Certuity full-time, Mr. Ulvila served as a Private Wealth Management Intern at the firm, where he gained hands-on experience in…
Mr. Gannon Brown is an Associate at Certuity. His key responsibilities include portfolio analysis, reporting, trading, building and presenting investment proposals, and conducting investment research. Prior to joining Certuity, Mr. Brown served as a Financial Representative at Fidelity Investments, where he spent nearly two years across progressive roles including Financial Services Representative and Financial Representative.…
Mr. Colin Rhodes is a Client Relations Associate at Certuity. He supports the firm’s high-net-worth clients and families, handling daily inquiries and servicing financial requests. Mr. Rhodes also coordinates transactions and documentation while maintaining investment records and additionally supports the firm’s family office practice. Prior to joining Certuity, Mr. Rhodes founded and served as Director…
Ms. Ellie Nguyen is a Client Services Associate at Certuity. She supports the firm’s high-net-worth clients by managing account openings, funding, and money movements, while preparing documentation, tax-related materials, and redemption forms. Ms. Nguyen coordinates client meetings, maintains CRM data, handles cash transfers and wires, and serves as a key point of contact between clients…
Mr. Eli Fenton is an Associate at Certuity. He is responsible for implementing investment strategies for client portfolios and addressing daily inquiries from high-net-worth clients. He works closely with our clients at the North Palm Beach office. Mr. Fenton is currently an MBA student at Florida Atlantic University concentrating in Finance with a focus on…
Cristian Lopez is an Associate at Certuity. He is responsible for implementing investment strategies for client portfolios and addressing daily inquiries from high-net-worth clients. He works closely with our clients at the Manhattan Beach office. Mr. Lopez completed his B.A. in Economics at Loyola Marymount University, where he also studied abroad in Madrid at Universidad…