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Steven B. Email & Phone Number

Senior Principal at Cerity Partners LLC
Location: Greater Lexington Area, United States 7 work roles 2 schools
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Current company
Cerity Partners LLC
Role
Senior Principal
Location
Greater Lexington Area, United States
Company size
211 employees

Who is Steven B.? Overview

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Quick answer

Steven B. is listed as Senior Principal at Cerity Partners LLC, a with 211 employees, based in Greater Lexington Area, United States. AeroLeads shows a matched LinkedIn profile for Steven B..

Steven B. previously worked as Senior Principal at Cerity Partners and Principal at Cerity Partners Llc. Steven B. holds Juris Doctor from University Of Kentucky College Of Law.

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Cerity Partners LLC

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Profile bio

About Steven B.

Steven B. is a Senior Principal at Cerity Partners LLC.

Current workplace

Steven B.'s current company

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Cerity Partners LLC
Cerity Partners Llc
Senior Principal
new york, new york, united states
Website
ceritypartners.com
Employees
211
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Company profile
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7 roles · 13 years

Steven B. work experience

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Principal

Cerity Partners Llc

Louisville, Kentucky Area

(ARGI Financial Group merged with Cerity Partners January 2023)I specialize in Estate Planning for high net worth individuals, lead the trust team, and I am also a personal financial plan advisor for individuals, businesses and professional practice owners.

Estate Planning Specialist And Financial Advisor

Argi Financial Group

Louisville, Kentucky, United States

Specialized in Estate Planning for high net worth individuals, leading the trust team and personal financial planning for individuals, businesses and professional practice owners.

Mar 2016 - Jan 2023

Summer Associate

Gwin Steinmetz & Baird, Pllc

Louisville, Ky

• Worked in a variety of practices including commercial litigation, bankruptcy, insurance, premises liability and healthcare.• Drafted a motion for summary judgment currently pending resolution in a premises liability case.• Conducted research and drafted memos, pleadings and motions.• Attended hearings, depositions and client meetings.

May 2013 - Jul 2013

Summer Associate

Landrum & Shouse Llp

Lexington, Ky

• Researched questions of law regarding trusts, estates, auto and commercial trucking insurance, litigation, tax, and other issues.• Developed and drafted a successful brief that resulted in the dismissal of administrative proceedings against a small business for allegedly unpaid benefits for independent contractors • Reviewed case files and prepared medical records summaries, letters, and deposition summaries.

May 2012 - Aug 2012

Business Analyst

Jpmorgan Chase

Louisville, Ky

• Performed analysis on credit portfolio for Private Wealth Management. • Provided support for banking system, Advanced Commercial Banking Systems (ACBS).• Managed a tax reporting project for Private Banking.

Jul 2010 - Dec 2010
Team & coworkers

Colleagues at Cerity Partners LLC

Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →

BH Ben Hardin, Cfp® Ben Hardin, Cfp® Colleague at Cerity Partners LlcLouisville Metropolitan Area, United States View → CM Charles Merian Charles Merian Colleague at Cerity Partners LlcSan Francisco, California, United States View → JW Jamie Weissman, Aifa, Cpfa Jamie Weissman, Aifa, Cpfa Colleague at Cerity Partners LlcLouisville Metropolitan Area, United States View → LA Lloyd Abramowitz Lloyd Abramowitz Colleague at Cerity Partners LlcNew York, United States View → AC Allison Cote Allison Cote Colleague at Cerity Partners LlcMetro Jacksonville, United States View → BB Brenda Bujanauskaite Brenda Bujanauskaite Colleague at Cerity Partners LlcNew York, United States View → JF Jessica Foley Jessica Foley Colleague at Cerity Partners LlcBoston, Massachusetts, United States View → SB Stephen B. Nielander, Cfa Stephen B. Nielander, Cfa Colleague at Cerity Partners LlcSolana Beach, California, United States View → MC Megan Caldarelli Megan Caldarelli Colleague at Cerity Partners LlcColumbus, Ohio, United States View → WC William Curran, Cima® William Curran, Cima® Colleague at Cerity Partners LlcConshohocken, Pennsylvania, United States View →
2 education records

Steven B. education

B.B.A., Finance & English

University Of Kentucky

Activities and Societies: • Sigma Chi Fraternity • Phi Alpha Delta (Undergraduate Chapter) • Student Activities Board • Student Activities.

FAQ

Frequently asked questions about Steven B.

Quick answers generated from the profile data available on this page.

What company does Steven B. work for?

Steven B. works for Cerity Partners LLC.

What is Steven B.'s role at Cerity Partners LLC?

Steven B. is listed as Senior Principal at Cerity Partners LLC.

Where is Steven B. based?

Steven B. is based in Greater Lexington Area, United States while working with Cerity Partners LLC.

What companies has Steven B. worked for?

Steven B. has worked for Cerity Partners, Cerity Partners Llc, Argi Financial Group, Pnc Wealth Management (Unofficial), and Gwin Steinmetz & Baird, Pllc.

Who are Steven B.'s colleagues at Cerity Partners LLC?

Steven B.'s colleagues at Cerity Partners LLC include Ben Hardin, Cfp®, Charles Merian, Jamie Weissman, Aifa, Cpfa, Lloyd Abramowitz, and Allison Cote.

How can I contact Steven B.?

You can use AeroLeads to view verified contact signals for Steven B. at Cerity Partners LLC, including work email, phone, and LinkedIn data when available.

What schools did Steven B. attend?

Steven B. holds Juris Doctor from University Of Kentucky College Of Law.

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