Mr. Welch joined the Board of Managers of Certuity in 2020 and is the Chief Investment Officer and a Partner. As the head of Certuity’s investment strategy team and member of the firm’s risk management team, he is actively involved in all facets of the firm’s investment program and works with Certuity’s advisors, investment analysts…
Constantine Hatzivassiliou is a Partner at Certuity, a nationally recognized multi-family office serving affluent families, entrepreneurs, executives, foundations, and endowments. He advises clients on the complex financial, tax, estate, and business planning decisions that accompany significant wealth, helping families coordinate all aspects of their financial lives through a comprehensive family office approach. Drawing on more…
Ms. Eroshin has over 20 years of experience working with ultra-high-net-worth families, foundations, endowments, family offices and attorneys. Prior to joining Certuity, Ms. Eroshin held multiple leadership roles in family offices, including CEO, CFO, Head of Family Office, Director of Investment Research and Senior Portfolio Manager. In her family office roles, she oversaw leading teams,…
Mr. Jayson J. Brown advises high net-worth individuals and families. He is actively involved in Certuity’s business development and client relationship efforts, serving prominent families and individuals throughout the country. He is a Partner of the firm and is a member of Certuity’s investment strategy team. Prior to joining Certuity, Mr. Brown was one of…
Mr. Mark Udis is a Partner of Certuity and joined the firm in 2005. Mr. Udis focuses on families of significant financial resources and is actively involved in the firm’s family office practice. As a member of Certuity’s investment strategy team, he is actively involved in portfolio management and manager selection. Mr. Udis began his…