Certuity Expands Leadership Team with New Appointments to Strategically Enhance National Reach

Certuity's Leadership Expansion

Rich Bursek, the President and Partner at Certuity, has successfully announced a significant expansion of the company’s national leadership team, aimed at enhancing the multi-family office's footprint in key markets across the United States. With the recent appointments of three strategic Managing Directors, Certuity is poised for continued growth and increased influence in the wealth management sector.

The expansion began in October 2025 when Certuity hired Giuliano Celle as Managing Director and Head of Institutional Wealth. Based in the bustling financial hub of New York City, Celle is tasked with broadening the firm’s institutional wealth capabilities. His extensive background in global financial services, including pivotal roles at UBS and JPMorgan, positions him well to reinforce Certuity's connection with ultra-high-net-worth families and multi-national enterprises.

In December 2025, two additional appointments followed, further strengthening the company's regional leadership. Garrett Alton was appointed as Managing Director in Atlanta, while Brian O'Neil took on the same role in Denver. Alton comes with over 30 years of experience and is expected to establish Certuity’s presence in the southeastern market, drawing on his transformation expertise from previous positions at BNY Wealth and Wilmington Trust. Meanwhile, O'Neil, utilizing his three-decade-long experience in private wealth management with U.S. Bank and BNY Mellon, is set to lead the firm’s expansion into Denver. His wealth of experience, particularly in advising business owners on growth and strategic exits, is invaluable.

Rich Bursek remarked, “These strategic appointments affirm our commitment to investing in experienced leadership and expanding our national reach in critical markets.” He further emphasized that Celle, Alton, and O'Neil bring exceptional depth and perspectives to Certuity, enhancing the company’s ability to serve entrepreneurs and families facing increasingly complex financial needs.

Certuity specializes in financial services tailored for high-net-worth individuals, entrepreneurs, and business owners, offering investment advisory, tax mitigation strategies, estate planning, and access to private investments among others. The firm prides itself on delivering a personalized family office experience, focusing on both wealth preservation and the nuanced needs of the current and future generations of wealthy families.

The strategic appointments underscore Certuity's objective to deepen its bench of seasoned advisors, while also expanding its geographic reach into large, influential markets across the nation. This proactive approach positions Certuity favorably to enhance the delivery of sophisticated and personalized wealth solutions tailored to an elite clientele.

As the wealth management landscape evolves, the decisions made by firms like Certuity will critically shape their ability to attract and maintain the trust of their client base. With Rich Bursek's leadership and a dynamic team now in place, Certuity is well-equipped to navigate the complexities of financial management and serve its clients with excellence.

In conclusion, Rich Bursek's strategic vision for Certuity exemplifies the firm's resilience and adaptability in a competitive market, illustrating its commitment to excellence in wealth management through leadership expansion.