Certuity, LLC

Manuel Cukaj is a financial advisor at Certuity, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Nova Southeastern University, Rialto Markets, and Marquette University. Certuity, LLC serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, and family offices, providing investment advisory, family office, financial planning, and consulting services. The firm employs a long-term, diversified investment approach that combines fundamental and quantitative analysis and offers access to private markets through its private fund structures.

Gregory Marino is a financial advisor at Certuity, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Denver and The Benjamin School. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles by providing investment advisory, family office, financial planning, and investment consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and supplements public market strategies with access to private markets through its private fund series.

Anna Yu is a financial advisor at Certuity, LLC with four years of industry experience. She holds a Series 66 designation and previously worked at First Republic Securities Company, LLC for eight years. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold investment approach.

Brian O'Neil is a CFP®-certified financial advisor with 27 years of industry experience. He is currently with Certuity, LLC and has held prior positions at U.S. Bancorp Investments, JPMorgan Securities, BNY Mellon, and Janiczek & Company Ltd. He serves on the board and audit committee of the Foundation for Metropolitan State University in Denver. Certuity, LLC serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm’s investment approach blends fundamental and quantitative analysis, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy, with access to both public and private market investments.

Rory Brown is a financial advisor at Certuity, LLC with one year of industry experience. He holds the Series 65 designation and has previously worked at Perimeter Church and BrightOrg Services. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold investment approach.

Mark Udis is a financial advisor at Certuity, LLC with 19 years of industry experience. He holds a Series 65 designation and has been with Certuity since 2005. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund structures.

Harrison Page is a financial advisor at Certuity, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Meketa Investment Group and Babson College. Certuity serves high- and ultra-high-net-worth families and individuals, private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm’s investment approach emphasizes asset allocation, diversification, and a long-term buy-and-hold strategy, incorporating both fundamental and quantitative analysis, and includes access to private markets through its private fund series.

Mark Purcell is a Series 65-licensed financial advisor with Certuity, LLC, based in North Palm Beach, FL. He has four years of industry experience and has worked at Camden Capital, LLC since 2020. Prior roles include positions at C-Space and We Are Unlimited, as well as earlier experience in educational and hospitality settings. Certuity serves high- and ultra-high-net-worth clients, private foundations, family offices, and pooled investment vehicles by providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, integrating both fundamental and quantitative analysis, and supplements public market strategies with access to private markets through its private fund series.

Garrett Alton is a financial advisor at Certuity, LLC with 17 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include positions at Wilmington Trust, BNY Mellon, M&T Securities, Alton Capital, and Pennington Partners. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles, offering investment advisory, family office, financial planning, and investment consulting services. The firm focuses on asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis and supplementing public market strategies with access to private markets through its private fund offerings.

Jayson Brown is a Certified Financial Planner (CFP®) with 17 years of industry experience. He is currently associated with Camden Capital, LLC, where he has worked since 2014. Brown holds a Series 66 license and is based in Franklin, Tennessee. He is part of Certuity, LLC, a multi-team firm serving high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. Certuity offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold investment approach that combines fundamental and quantitative analysis.

Cristian Lopez is a financial advisor at Certuity, LLC with a Series 65 credential and one year of industry experience. Prior to joining Certuity, he worked at Park City Wealth Advisors for one year and was a full-time student from 2015 to 2025. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles, providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, supplementing public market strategies with access to private markets through its private fund series.

Constantine Hatzivassiliou is a financial advisor at Certuity, LLC with 11 years of industry experience. He holds the Series 65 and Series 66 designations and has been associated with Camden Capital, LLC since 2014. Certuity serves high- and ultra-high-net-worth families, individuals, private foundations, endowments, family offices, and pooled investment vehicles by providing investment advisory, family office, financial planning, and consulting services. The firm’s investment approach focuses on asset allocation, diversification, and a long-term buy-and-hold strategy, combining fundamental and quantitative analysis, and includes access to private markets through its private fund series.

Michael Nunnally is a CFP® professional with 14 years of experience in financial advisory. He currently works at Certuity, LLC and previously spent 10 years at UBS Financial Services Inc. Outside of his advisory role, he is president of JSMN Capital, LLC, where he consults on equity and debt financing for commercial real estate. Certuity serves high- and ultra-high-net-worth clients, including families, private foundations, and family offices, providing investment advisory, financial planning, and outsourced chief investment officer services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold approach, supplementing public market strategies with access to private markets through its private funds and third-party manager due diligence.

Holly Workman is a financial advisor at Certuity, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Foreside Funds Distributors LLC, Polen Capital Management, LLC, and Robert W Baird. Certuity serves high- and ultra-high-net-worth families, private foundations, endowments, family offices, and pooled investment vehicles by providing investment advisory, family office, financial planning, and consulting services. The firm emphasizes asset allocation, diversification, and a long-term buy-and-hold investment approach, combining fundamental and quantitative analysis with access to private markets through its private fund series.

Amanda Courtney is a Series 65-licensed advisor at Certuity, LLC with 14 years of industry experience. She has worked at Camden Capital Management, LLC since 2009. Certuity serves high- and ultra-high-net-worth families and individuals, as well as private foundations, endowments, family offices, and pooled investment vehicles. The firm offers investment advisory, family office, financial planning, and investment consulting services, emphasizing asset allocation, diversification, and a long-term buy-and-hold strategy that combines fundamental and quantitative analysis.