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RIA Edge West
October 7-9, 2024
Ritz-Carlton | Marina del Rey, CA

Carol Benz
Partner, Chief People Officer at Cerity Partners


Carol is Chief People Officer & Partner of Cerity Partners LLC. She leads the firm’s human capital practice, overseeing talent acquisition, talent development, learning and engagement, human capital operations and merger integration. Carol is a member of the Executive Committee.
Prior to joining Cerity Partners, Carol served as President & Chief Operating Officer of B|O|S where she ensured the firm’s financial strength and operational efficiency and oversaw the key business functions of finance and reporting, portfolio operations, human resources, compliance, legal, technology, and firm governance. Prior to B|O|S, Carol managed domestic operations, international operations, and the data services group for Barclays Global Investors (now BlackRock). Carol began her career working at Ernst & Young. She holds a B.A. in Economics from Stanford University and is a CPA (inactive status).

Agenda Sessions

  • RIA 2.0 - Organizational design and staffing: Structuring an RIA firm for current and future growth