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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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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 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 →

AS Allison Sullivan Black Allison Sullivan Black Colleague at Cerity Partners LlcSan Francisco Bay Area, United States View → AL Avalon Lebenthal Avalon Lebenthal Colleague at Cerity Partners LlcPawling, New York, United States View → RB Robert Bingham Robert Bingham Colleague at Cerity Partners LlcSan Francisco, California, United States View → PM Patrick Morrow, Chfc Patrick Morrow, Chfc Colleague at Cerity Partners LlcIndianapolis, Indiana, United States View → LW Lissa Walker, Cpa Lissa Walker, Cpa Colleague at Cerity Partners LlcOrange County, California, United States View → JC Jake Clemens, Cfa, Cfp® Jake Clemens, Cfa, Cfp® Colleague at Cerity Partners LlcChicago, Illinois, United States View → ET Emily Tay Emily Tay Colleague at Cerity Partners LlcDenver, Colorado, United States View → JG Jana Graham Jana Graham Colleague at Cerity Partners LlcPittsburgh, Pennsylvania, United States View → JB John Basford John Basford Colleague at Cerity Partners LlcBloomfield Hills, Michigan, United States View → SR Steve Roy Steve Roy Colleague at Cerity Partners LlcElizabethtown, Kentucky, 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 Allison Sullivan Black, Avalon Lebenthal, Robert Bingham, Patrick Morrow, Chfc, and Lissa Walker, Cpa.

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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