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…
Mr. Gregory Marino is a Senior 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 both advisors and their clients. Additionally, he oversees corporate and client-specific reporting functionalities and takes a role in deploying new technologies that enhance the firm’s…
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…