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Family Offices
Certuity is an industry-ranked wealth management firm and multifamily office for high-net-worth families.
Data as of (this record's last observation) from firm and issuer disclosures, news and newswire. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Person | Title | Role | Seniority | Family member | Current | Evidence |
|---|---|---|---|---|---|---|
| Holly M. Workman | Associate director | leadership | senior | n/a | yes | fact |
| Michael Jacobs | Investment and Portfolio Associate | Direct investments | unknown | n/a | yes | fact |
| Eli Fenton | Associate | other | unknown | n/a | yes | fact |
| Harrison Page | Director of alternative investments | Direct investments | unknown | n/a | yes | fact |
| Anna Yu | Associate director | leadership | senior | n/a | yes | fact |
| Rodrigo Castaneda | Business Analyst of Technology and AI | operations | unknown | n/a | yes | fact |
| Gannon Brown | Associate | other | unknown | n/a | yes | fact |
| Logan Lenz | Head of Digital Strategy | other | unknown | n/a | yes | fact |
| Erin Reilly | Director of Financial Reporting | leadership | senior | n/a | yes | fact |
| Alina Lungu | Controller of Private Funds | operations | unknown | n/a | yes | fact |
| Cristian Lopez | Associate | other | unknown | n/a | yes | fact |
| Chloe Gurosky | Marketing Associate | other | unknown | n/a | yes | fact |
| Natashia L. Rogers | Family office director | leadership | senior | n/a | yes | fact |
| Harrison Page, CAIA | Director of alternative investments | Direct investments | unknown | n/a | yes | fact |
| Amanda Courtney | Senior director | leadership | senior | n/a | yes | fact |
| Giuliano Celle | Managing Director, Head of Institutional Wealth | leadership | senior | n/a | yes | fact |
| Rita F. Soto, CPA | Family office managing director | leadership | senior | n/a | yes | fact |
| Rory A. Brown Jr. | Director of Technology & Innovation | leadership | senior | n/a | yes | fact |
| Manuel Cukaj | Director | leadership | senior | n/a | yes | fact |
| Ellie Nguyen | Associate | other | unknown | n/a | yes | fact |
| Gabriel Suarez | Technology Associate | other | unknown | n/a | yes | fact |
| Mark H. Udis | Partner | leadership | senior | n/a | yes | fact |
| Jackson Ulvila | Associate | other | unknown | n/a | yes | fact |
| Regan Brown | Director of Corporate Development | leadership | senior | n/a | yes | fact |
| Laura Halay | Director | leadership | senior | n/a | yes | fact |
Also named here, with no published line of their own (reach them through the firm): Gabriel Suarez (Technology Associate), Jackson Ulvila (Associate), Michael Jacobs (Investment and Portfolio Associate), Brian Thaler (Family Office Controller), Gannon Brown (Associate), Colin Rhodes (Associate), Chloe Gurosky (Marketing Associate), Ellie Nguyen (Associate), Eli Fenton (Associate), Cristian Lopez (Associate), Gregory W. Marino (Senior Associate), Anna Yu (Associate director).
Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan