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Steven B. Email & Phone Number

Principal at Cerity Partners LLC
Location: Greater Lexington Area, United States, United States 6 work roles 2 schools
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Current company
Cerity Partners LLC
Role
Principal
Location
Greater Lexington Area, United States, United States
Company size
211 employees

Who is Steven B.? Overview

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Quick answer

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

Steven B. previously worked as Estate Planning Specialist and Financial Advisor at Argi Financial Group and Wealth Planning Associate at Pnc Wealth Management (Unofficial). Steven B. holds Juris Doctor from University Of Kentucky College Of Law.

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Email format at Cerity Partners LLC

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Cerity Partners LLC

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Profile bio

About Steven B.

Steven B. is a Principal at Cerity Partners LLC.

Current workplace

Steven B.'s current company

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Cerity Partners LLC
Cerity Partners Llc
Principal
new york, new york, united states
Website
ceritypartners.com
Employees
211
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6 roles · 12 years

Steven B. work experience

A career timeline built from the work history available for this profile.

Principal

Current
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.

Jan 2023 - Present

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 →

M( Michèle (Hallo) Hurley, Pmp Michèle (Hallo) Hurley, Pmp Colleague at Cerity Partners Llc Maplewood, New Jersey, United States, United States View → DS Dennis Slattery Dennis Slattery Colleague at Cerity Partners Llc Pasadena, California, United States, United States View → MT Megan Tivitt Megan Tivitt Colleague at Cerity Partners Llc Bowling Green, Kentucky, United States, United States View → JB John Ben John Ben Colleague at Cerity Partners Llc Gnieźnieński, Wielkopolskie, Poland, Poland View → ML Mallary Lloyd Mallary Lloyd Colleague at Cerity Partners Llc Ronkonkoma, New York, United States, United States View → RR Robert Rohr Robert Rohr Colleague at Cerity Partners Llc New York, New York, United States, United States View → OT Onari Tariah, Cfp® Onari Tariah, Cfp® Colleague at Cerity Partners Llc Reston, Virginia, United States, United States View → MC Marie Claire Dorego Marie Claire Dorego Colleague at Cerity Partners Llc France, France View → KC Karen Clinkenbeard Karen Clinkenbeard Colleague at Cerity Partners Llc Louisville, Kentucky, United States, United States View → KF Kimberly Fields Kimberly Fields Colleague at Cerity Partners Llc Cleveland, Ohio, United States, 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 Principal at Cerity Partners LLC.

Where is Steven B. based?

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

What companies has Steven B. worked for?

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

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

Steven B.'s colleagues at Cerity Partners LLC include Michèle (Hallo) Hurley, Pmp, Dennis Slattery, Megan Tivitt, John Ben, and Mallary Lloyd.

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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