Ms. Michelle MacDonald is responsible for servicing the accounts of family office clients and ultra high-net-worth families and individuals. Prior to Certuity, Ms. MacDonald worked at UBS, where she served as a Registered Client Service Associate, focusing on client services for ultra-high net worth clients and equity plan advisory services. She began her career at…
Ms. Chloe Sandler 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. Ms. Sandler acts as the company liaison with custodians, investment managers and other outside agencies. Prior to joining Certuity, Ms. Sandler spent…
Ms. Amanda Courtney oversees account administration and maintenance. She works with new and existing clients to service all financial requests and inquiries and coordinates transactions and documentation while maintaining investment records. Amanda acts as the company liaison with custodians, investment managers and other outside agencies. She manages client relationships and helps support all facets of…