Mr. Cameron Doty is responsible for managing the accounts and inquiries of high-net-worth clients. Mr. Doty conducts performance reporting, tracks private equity investments, and manages the day to day accounting and servicing of high-net-worth clients. Mr. Doty joined Certuity in 2017. Prior to joining Certuity, Mr. Doty studied Economics and Entrepreneurship at Florida State University…
Mr. Mark Purcell is responsible for the investment strategy execution of client portfolios and the support of day-to-day inquiries of high-net-worth clients. He works closely with the advisors and their clients. He also manages corporate and client-specific reporting capabilities and plays a lead role in the implementation of new technology that supports the efficiency of…
Ms. Laura Halay 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. Halay worked at Merrill Lynch, where she focused on client account creation and customer relations. While at…
Mr. Michael Nunnally is a Director at Certuity. Prior to joining the firm, Mr. Nunnally served as a Financial Advisor at UBS, where he played a lead role in implementing advanced estate planning and wealth preservation strategies. Prior to being a Financial Advisor, Mr. Nunnally was a Wealth Planning Analyst at UBS where he partnered…