Certuity is a multifamily office and registered investment adviser (RIA) that provides wealth management, alternative investments, family office services, legacy planning, and outsourced chief investment officer (OCIO) services.

Certuity

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CEO & Founder

John Krambeer

Marketing and Product

Alexis Hellberg

Director of Corporate Development

Alicia Kelly

Finance and Administration

Alina Scally, MBA

Senior Director, Client Services

Amanda Courtney

Associate Director

Cameron Doty

Associate Director, Financial Reporting

Erin Reilly

Associate Director, Alternative Investments

Harrison Page

Holly Workman

Business Management

Mark Purcell

Scott Welch

Chief Investment Officer

Rich Bursek

President and Partner

Finance Companies With Fewer Than 50 Employees (Top 10K)

Florida Companies With Fewer Than 1000 Employees (Top 10K)

Southern US Wealth Management Companies

Southern US Financial Services Companies (Top 10K)

Certuity is a financial services firm that offers wealth management, legacy planning, and investment advisory services.

North Palm Beach

Florida

United States

North America

$1.2 Billion Advisor Team Leaves RIA Certuity to Form New Firm

Certuity Names Scott Welch as Chief Investment Officer

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news impact assignment basic	general
public peers	general	Sep 24, 2024 7:22 PM	5084a777
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Certuity