Gregory W. Marino

Mr. Gregory Marino 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 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 efficiency…

Anna Yu

Anna Yu is an Associate 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 and…