What's Happening?
Susan Matlow has joined Cerity Partners as a Partner in their Bonita Springs office. In her new role, Matlow will leverage her intellectual curiosity and analytical skills to assist families in achieving their financial objectives. Her advisory services
will encompass a broad range of financial planning areas, including asset allocation, investments, income, estate and gift tax matters, retirement planning, charitable planning, and life and disability insurance. Prior to her tenure at Cerity Partners, Matlow served as a Senior Managing Director and a member of the investment committee at a national wealth management firm, formerly known as KLS Professional Advisors, where she specialized in representing attorneys and other professionals. She also spent nearly two decades as a practicing tax attorney and initiated her wealth management career at Gerstein Fisher in New York. Matlow holds a B.S. from the Wharton School, University of Pennsylvania, and a J.D. from the Vanderbilt University School of Law, and is a CERTIFIED FINANCIAL PLANNER™.
Why It's Important?
Susan Matlow's appointment as a Partner at Cerity Partners signifies a strategic expansion of the firm's expertise and client service capabilities, particularly in the Bonita Springs region. Her extensive background as a tax attorney and her prior experience in wealth management, including her role on an investment committee, bring a comprehensive skill set to Cerity Partners. This move is important for clients seeking sophisticated financial guidance, as Matlow's diverse experience allows her to address complex financial dimensions, from tax planning to investment strategies. For Cerity Partners, attracting seasoned professionals like Matlow enhances their competitive edge in the wealth management sector, potentially drawing in high-net-worth clients and professionals who require specialized financial advisory services. This strengthens the firm's position in a competitive market and underscores the growing demand for integrated financial planning.
What's Next?
Susan Matlow will focus on integrating her expertise into Cerity Partners' client advisory services in the Bonita Springs office. Her immediate priorities will likely include building relationships with existing clients and attracting new ones, particularly those in the legal and professional sectors, given her background. Cerity Partners will likely highlight Matlow's credentials and experience in their marketing and client outreach efforts to showcase their enhanced capabilities. Her role will involve developing tailored financial plans and strategies for families, addressing their specific needs in investments, tax planning, and wealth preservation. The firm may also leverage her insights to refine their service offerings and expand their market presence in Florida, further solidifying their reputation as a comprehensive wealth management provider.
Beyond the Headlines
Matlow's career trajectory, transitioning from a practicing tax attorney to a wealth management expert, reflects a broader trend in the financial services industry towards holistic financial planning. Clients increasingly seek advisors who can integrate legal, tax, and investment strategies rather than providing siloed advice. This interdisciplinary approach is becoming a critical differentiator for wealth management firms. Her move to Cerity Partners also highlights the ongoing talent acquisition efforts within the financial sector, where firms are actively recruiting professionals with diverse and specialized backgrounds to meet the evolving demands of affluent clients. This trend suggests a future where financial advisory roles will require a more comprehensive understanding of various professional and personal financial dimensions.
