Anna Cappucci, Wealth Management Associate at Cerity Partners

Anna Cappucci

Wealth Management Associate at Cerity Partners | New York City Metropolitan Area, United States

Profile last verified July 2026
Financial Services Verified Profile New York City Metropolitan Area, United States Virginia Tech
Verified

Work Email

***@vt.edu

Last verified May 2026

Phone Number

191*****

United States • Mobile

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Anna Cappucci works as a Wealth Management Associate at Cerity Partners, supporting the firm’s objective financial advisory services for high-net-worth clients, businesses, and nonprofits. She participates in a multidisciplinary team structure that coordinates with attorneys, tax specialists, and investment professionals to execute comprehensive fiduciary oversight. A Virginia Tech alumna, she applies her educational background within the New York City metropolitan market to help clients navigate long-term financial planning.

BEST APPROACH TO REACH Anna Cappucci

Reach out to Anna Cappucci via LinkedIn messaging to introduce your financial services platform or open role, emphasizing how your solution complements Cerity Partners’ fiduciary approach and integrated expert network.

Anna Cappucci Socials
Anna Cappucci Work Experience

Wealth Management Associate at Cerity Partners in August 2024 - Present

Technical Accounting and Treasury Services Intern at Munich Re in May 2023 - February 2024

Hostess at Brick Farm Tavern in May 2021 - January 2023

Anna Cappucci Education

Virginia Tech, Bachelor of Science - BS, August 2026

Hopewell Valley Central High School, August 2026

Anna Cappucci Skills
Portfolio Management Investment Strategies Microsoft Excel Trading Systems Asset Management Financial Forecasting Financial Analysis Equity Investing Fixed-Income Investing Risk Management Tax Planning Accounts Payable (AP) Coupa SAP
About Anna Cappucci’s Current Company
Cerity Partners

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments. We bring together all the experts necessary to address the various facets of a client’s financial life, including attorneys, tax advisors, financial planners and investment professionals. This approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures Cerity Partners LLC reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. Cerity Partners LLC is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. Third-party content shared, liked, or commented on by Cerity Partners LLC should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. Statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

Discover more about Cerity Partners
Anna Cappucci’s Colleagues
Maddie Chestang

Maddie Chestang

Raleigh, North Carolina, United States

Business Development Officer | Amateur Wife | Relationship Builder | Lifelong Learner | Passionate about People, Excellence, and Efficiency

Fitness Instructor at Crunch Fitness
(May 2022 – Present)

Cristina Paul

Cristina Paul

New York, New York, United States

Partner at Cerity Partners

Partner at Cerity Partners
(January 2020 – Present)

Kelly Emerine

Kelly Emerine

Louisville, Kentucky, United States

Principal/Business Development

Business Development, ARGI Multi-Family Office at Cerity Partners
(January 2021 – Present)

Matthew Canner

Matthew Canner

New York, New York, United States

Private Client Advisor, Partner at Cerity Partners

Partner at Cerity Partners
(December 2020 – Present)

Sophia Eberwein

Sophia Eberwein

New York City Metropolitan Area

Wealth Management Intern at Cerity Partners | University of Chicago

Wealth Management Intern at Cerity Partners
(June 2025 – August 2025)

Lauren Deegan

Lauren Deegan

Chicago, Illinois, United States

Partner Development at Cerity Partners

Senior Associate - Partner Development at Cerity Partners
(March 2024 – Present)

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Frequently asked questions about Anna Cappucci

What is Anna Cappucci email address?

Email Anna Cappucci at [email protected] and [email protected]. This email is the most updated Anna Cappucci's email found in 2026.

What is Anna Cappucci phone number?

Anna Cappucci phone number is 19144798826.

How to contact Anna Cappucci?

To contact Anna Cappucci send an email to [email protected] or [email protected]. If you want to call Anna Cappucci try calling on 19144798826. (updated on September 17, 2025)

What company does Anna Cappucci work for?

Anna Cappucci works for Cerity Partners.

What is Anna Cappucci's role at Cerity Partners?

Anna Cappucci is Wealth Management Associate

What industry does Anna Cappucci work in?

Anna Cappucci works in the Financial Services industry.

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