Chief Technology Officer
Cerity Partners LLC
Stefan is the Chief Technology Officer and a Partner in the New York office. He is responsible for the ongoing development and supervision of the firm’s technology platform. He leads the firm's Data Engineering, Software Development, Cybersecurity, and IT Infrastructure teams. Stefan serves as a member of the firm’s Leadership Team, Cybersecurity & Risk Steering Committee, and Cyber Response Team.
Prior to joining Cerity Partners, Stefan was the Director of Technology at GM Advisory Group, a Registered Investment Advisor in New York. Before GM Advisory Group, he was the Vice President of Technology at Dynasty Financial Partners, where he managed a team that worked with over 40 RIA’s across the US in leveraging technology to scale their businesses.
AI’s potential in wealth management is only as strong as the data that fuels it. Many firms are eager to implement AI tools for planning, prospecting, and operational efficiencies—but without clean, structured, accessible data, these initiatives can stall before they start.
In this session, we’ll explore how to assess whether your firm’s data is AI ready, identify the steps necessary to prepare your data infrastructure, and outline best practices for ongoing data management to support AI-driven growth. We’ll discuss common challenges wealth management firms face, including data silos across CRMs, custodians, and planning systems, and how to resolve them to enable AI tools to deliver meaningful insights and automation.
Whether you’re just beginning to explore AI or seeking to maximize your existing AI solutions, this session will help you build a strong data foundation to fuel innovation and scalable growth in your firm.