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Natalia Tchetchoulina

Partner

Cerity Partners

New York, NY, USA

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 ten offices throughout the US and oversees over $26 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. Before Barclays, she was a Senior 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 started her career at Citi Private Bank.

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

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

Cerity Partners Turns Itself Into $26B RIA

January isn’t over yet, but already this year Cerity Partners, a New York-based RIA, has announced two significant acquisitions that boost its assets under management to about $26 billion.

Cerity Partners Merges with 30-Year Industry Veteran, Sullivan & Serwitz

Cerity Partners, one of the nation's leading independent financial advisory firms, announced today that it has merged with Los Altos, California-based wealth management firm Sullivan & Serwitz (S&S). With this merger, Cerity Partners now manages approximately $26 billion in assets....Cerity Partners currently has offices in Orange County and Los Angeles. The team from S&S will provide presence and growth opportunities in Northern California and started operating under the Cerity Partners' banner on January 1, 2020.

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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 ten offices throughout the country and oversees over $26 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.
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Memberships

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

Natalia Tchetchoulina’s Education

Moscow Pedagogical State University logo Moscow Pedagogical State University logo
Moscow Pedagogical State University
BA Sociology & Advertising