Certuity Employee Directory

Q: What is Certuity known for?

Certuity was founded in 2004. Certuity operates in the Financial Services industry.

Q: How many employees does Certuity have currently?

Certuity has approximately 37 employees.

Q: Who are Certuity's key employees and leadership?

Certuity's key employees include: Cfo & Cco: C. M., Cfo: R. S., President & Partner: R. B..

Financial ServicesFlorida, United States11-50 Employees

Certuity is a wealth management and multifamily office firm. We provide independent and holistic financial guidance to entrepreneurs, business leaders, and high-net-worth families. As an independent Registered Investment Advisor held to the fiduciary standard, we act in our clients’ best interests so they can achieve their goals for today, tomorrow, and generations to come.

Find Certuity employees' phone numbers or email addresses

Certuity Global Highlights

North America
55

United States Of America
55

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Certuity's Leadership

C. M.
Cfo & Cco
Mobile Phone
Email
R. S.
Cfo
Mobile Phone
Email
R. B.
President & Partner
Mobile Phone
Email
S. W.
Partner And Chief Investment Officer
Mobile Phone
Email
M. E.
Partner
Mobile Phone
Email
J. B.
Partner
Mobile Phone
Email
M. U.
Partner
Mobile Phone
Email
C. H.
Partner
Mobile Phone
Email

Contact profiles from Certuity

Name

Title

Contact Info

Location

Last Update

L. H.
Director
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
K. B.
Associate Director
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
C. H. S.
Senior Director
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
A. H.
Associate Director Of Marketing
Mobile Phone
Email
United StatesSouth Carolina
Dec 16, 2025
B. R.
Director Of Finance
Mobile Phone
Email
Sep 12, 2025
C. H.
Managing Director
Mobile Phone
Email
United StatesFlorida
Jul 09, 2024
N. B.
Family Office Director
Mobile Phone
Email
Oct 16, 2024
A. L.
Family Office Accountant
Mobile Phone
Email
United StatesFlorida
Dec 16, 2025
A. A.
Fordham Gabelli School Of Business
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
C. H.
Corporate Services
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Certuity known for?

Certuity was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-561-693-****

. Explore Certuity's company overview page for more information.

What is Certuity's most common email format?

Certuity employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Certuity email formats with LeadIQ.

How many employees does Certuity have currently?

Certuity has approximately 37 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Certuity's key employees and leadership?

As of December 2025, Certuity's key employees include:

Cfo & Cco: C. M.
Cfo: R. S.
President & Partner: R. B.
Partner And Chief Investment Officer: S. W.
Partner: M. E.

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