Richard Taylor
Barclays
Sally Tennant OBE
Style Analytics

Natalia Tchetchoulina

New York, NY, USA

Partner

Cerity Partners

Natalia Tchetchoulina

Biography

Natalia Tchetchoulina is a Partner and Client Advisor at Cerity Partners, one of the fastest growing and leading independent wealth managers in the US. The mission of Cerity Partners is to positively impact the financial well-being of its clients by delivering objective financial advice. It operates out of eight offices throughout the country and oversees over $22 billion on behalf of its clients.

Having spent nearly twenty years advising clients on the private bank, brokerage, and fiduciary platforms, Natalia has a unique perspective on the challenges successful families face in managing their financial affairs and the importance of truly comprehensive, clear, and objective advice. She uses this expertise in advising a wide range of clients, including high-net-worth individuals and their families, entrepreneurs, middle market business owners, and nonprofit organizations.

Prior to joining Cerity Partners, Natalia was an Investment Advisor at Barclays Wealth, delivering investment advice and tailored credit solutions to her clients. From 2006-2009, she was a Sr. Relationship Manager at BNY Mellon's Family Office group. In this role, she advised high-net-worth families and single-family offices across a range of investment and lending needs.

Natalia has received many accolades for her work and experience, including being recognized as a “Rising Star” by Private Asset Management Magazine. She is also active in professional associations focused on family-owned enterprise. She is a Young Patron at the French Institute Alliance Française and a Patron of the Global Fine Arts Awards (GFAA).

Natalia earned her BA from the Moscow State Pedagogical University and an MBA from the International Business Program at the Moore School of Business at the University of South Carolina.

Natalia Tchetchoulina’s Newsfeed

Financial Times
FT 300 list: the top US registered investment advisers in 2019

Cerity Partners was named as one of the top 300 registered investment advisers in the US by the FT. After increasing between 2015 and 2018, the median advisory company in this sixth annual FT 300 Top Registered Investment Advisers list managed $1.7bn in assets — the same level as last year. The overall AUM of the FT 300 advisers did rise, though, from $1.1tn to $1.2tn.

Cerity Partners expands UHNW footprint

Cerity Partners is expanding its ultra-high-net-worth footprint to Texas and Colorado.Formerly known as HPM Partners, Cerity will acquire Karsten Advisors, a Fort Worth-based wealth management firm with $500 million in client assets. This is the first acquisition for the firm since merging in April with the Blue Prairie Group, an $11 billion retirement and investment consulting firm. The merger allows the national RIA, backed by a 50% equity stake from private equity firm Lightyear Capital, to expand into the Fort-Worth and Denver markets, as it continues to grow its network for ultra high-net-worth clients. 

View allHide

Natalia Tchetchoulina’s Background

Partner
Jul 2012 - Present
New York, NY, USA
Cerity Partners is a leading independent wealth management firm that serves high-net-worth individuals and their families, businesses and their employees, and non-profit organizations. It operates out of eight offices throughout the country and oversees over $22 billion on behalf of its clients.
Investment Representative, Vice President
Mar 2009 - Jul 2012
New York, NY, USA
Barclays provides wealth management expertise to clients all over the world.
View allHide

Other Business Interests

Young Patron
New York, NY, USA
The French Institute Alliance Française, FIAF, aims to develop innovative & unique programs in education & the arts, to allow members to explore the richness and diversity of French culture.

Natalia Tchetchoulina’s Education