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Cerity Partners offers comprehensive, custom-tailored wealth management for individuals, businesses, and nonprofit organizations.

11 members

Contact info

Link

ceritypartners.com

Members

Vivian Tianyue Hu, CFP®, CDFA®, TEP

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Cross-border Wealth & Financial Planning | Tax & Estate Expertise | Divorce Financial Solutions | Retirement Planning

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Senior Associate at Cerity Partners

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14X Salesforce Certified Administrator

David Gimpel, MBA

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I bring a unique and inside perspective to investment marketing because I spent the first half of my career as an advisor and understand the challenges that both shared services / operational groups and client-facing teams face. I develop marketing strategies that help investment advisers increase their revenue from new and existing clients. One of my proudest accomplishments includes building an asset opportunity pipeline that grew from $0 to $2B in approximately three (3) years. I’ve designed and built marketing technology stacks from inception to completion, including CRM, MAP, Content Management Systems (CMS), SEO, analytics, and social media platforms and tools. I enjoy leading and mentoring marketing teams to deliver organic, ROI-positive growth. Additionally, I have extensive experience with marketing integration processes related to mergers and acquisitions, including rebranding, collateral redesign, media relations and communications, and marketing technologies (MarTech) integrations. I am a thought leader and content strategist, having written or edited over a million words on topics including but not limited to: financial planning, behavioral finance, quantitative investment strategies, and economic theory, all designed to influence prospect decision-making. This includes a Wiley-published book on evidence-based global asset allocation.

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Driven, result-oriented graduate student at University of California, Irvine specializing in Finance with a comprehensive background in Financial Modeling and Valuation, Equity and Investment Analysis, and Asset Management. Recognized for strong analytical, technical, and communication skills, and the ability to analyze large, complex volumes of data, simplify, troubleshoot, and effectively communicate key points. My hobbies include pilates, yoga, working out, and swimming. Looking for full-time opportunities in Finance. Feel free to connect with me!

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Dan is an experienced financial professional based in Chicago, IL. He currently serves as an internal consultant and advanced planning advisor for a large nationwide registered investment advisory firm, where he provides specialized consulting services for advisors with complex client cases and practice management issues. He also develops and delivers internal training for advisors across the firm. In addition to his consulting role, Dan is the founder of Principles Financial Consulting, LLC, offering specialized consulting to private advisors and developing educational webinars and content for financial education providers. He is also a part-time instructor at UCLA Extension, teaching courses in tax and financial planning to professionals pursuing CPA, IRS EA, and CFP certifications. Previously, Dan was the Director of Training and Development at Cerity Partners, a nationwide RIA with approximately $120B in AUM. There he helped manage the firm's internal training program and ensured consistent standards for training and client deliverables across regional offices. Prior to that, he served as Program Director at the College for Financial Planning, creating and directing the SE-AWMA graduate program which generated $500K+ in revenue with a 90%+ graduation rate and attracted major corporate clients including US Bank, Bank of America, Vanguard, Charles Schwab, LPL Financial, Merrill Lynch, and Wells Fargo. At Kaplan Professional, Dan developed online training, CE webinars, and educational materials for financial professionals seeking to obtain or maintain federal and state licenses, certifications and designations, including FINRA registered reps, state insurance agents, and NASBA CPAs/EAs. Dan began his career as a financial advisor in the Twin Cities, providing guidance to a diverse clientele of individuals, families, business owners, and executives nationwide. He holds an undergraduate degree from the University of Minnesota Duluth, graduate degrees from the College for Financial Planning and Warwick University, and professional designations including CFP®, IRS Enrolled Agent, and Accredited Estate Planner (AEP).

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Portfolio Manager

Andrejs Pilajevs, CFP®, MSFP

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Navigating cross-border financial, legal, and tax systems can be complex. As an international wealth manager, I help U.S. expatriates and foreign nationals manage their wealth across borders. My comprehensive approach integrates investment strategies, tax planning, estate, and legal considerations to achieve financial goals in a global environment. At Cerity Partners, our cross-border team provides tailored solutions for globally mobile individuals with multi-jurisdictional tax exposure, leveraging our global resources to adapt to ever-changing regulations. If you're a U.S. expat or foreign national seeking guidance with investments, taxes, or estate planning, please reach out to explore your options: https://ceritypartners.com/team/andrejs-pilajevs/

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Jack Riehemann, CFA

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