Rita Lee, CPA, CDFA®, CGMA®, PFS

Rita is a Partner in the North Bay office. She provides comprehensive investment and planning advice to high-net-worth individuals and their families, businesses, and non-profit organizations. Rita works with a wide array of clients and has expertise in working with professionals, tech executives, and business owners. She has deep experience helping clients reach their financial goals through customized asset allocations and strategies that participate in growth markets and protect in down markets.

Before joining Cerity Partners, Rita was a Principal and Director of Research for Brouwer & Janachowski, responsible for investment research and portfolio construction. She was a member of the company’s senior management team, Investment Committee, and the Portfolio Management Group, which directs the investment management of all client portfolios. Rita was also a wealth advisor to individuals, businesses, and non-profit organizations.  She is passionate about helping women write their financial success stories. She co-hosted the Women’s Money Circle, a networking and support group for women who seek partnership and guidance in putting their financial house in order. Rita directed the company’s outreach to women who are rebuilding their financial lives following divorce or death of a spouse. Prior to joining Brouwer & Janachowski, Rita worked at Northern Trust Company in Chicago.