Certuity Expands Institutional Wealth Platform with Appointment of Giuliano Celle as Managing Director, Head of Institutional Wealth

NEW YORK--(BUSINESS WIRE)--Certuity, a multi-family office serving high-net-worth and ultra-high-net-worth individuals and families, has announced the appointment of Giuliano Celle as Managing Director, Head of Institutional Wealth.

Giuliano brings more than 20 years of global financial services experience spanning wealth management, investment banking, venture capital, and private equity. He will be based in New York City, where he will play a lead role in serving ultra-high-net-worth and multi-national families, along with building Certuity’s institutional platform. His mandate includes broadening the firm’s institutional wealth capabilities, strengthening access to private market and direct deal opportunities, deepening strategic relationships with anchor families, and advancing Certuity’s position as a trusted partner for sophisticated clients globally.

Prior to joining Certuity, Giuliano served as Managing Director of Global Family & Institutional Wealth LatAm/International at UBS, where he oversaw strategic direction and scaled a high-touch, cross-divisional coverage model designed for institutional family offices and sophisticated private capital across the region. He previously held senior roles at JPMorgan, where he led the Global Investment Opportunities Group (GIO) for Latin America and select international family offices, institutions, and UHNW clients, bridging Wealth Management and the Investment Bank to deliver holistic capital markets access, risk management, and capital solutions.

Beyond his institutional career, Giuliano is an active entrepreneur, investor, and advisor in the venture capital and private equity space. He has partnered in transformative platforms spanning fintech, healthtech, and impact-driven emerging markets, and remains engaged as an investor and partner with OPUS, a U.K.-based, soon global community that connects and empowers founders.

“I am honored to join Certuity at such a pivotal moment in its growth,” said Giuliano. “Certuity’s mission to deliver personalized family office and wealth management solutions resonates deeply with me. I look forward to contributing to the continued institutionalization of the platform, building from our New York presence and supporting the firm’s network of families and partners.”

“Giuliano’s deep international expertise and proven track record advising ultra-high-net-worth families and institutions will be a tremendous asset to Certuity,” said Rich Bursek, President & Partner of Certuity. “His institutional perspective, entrepreneurial mindset and global network strengthen our ability to deliver the sophisticated, highly customized solutions that families expect from Certuity.”

Born and raised across three continents, Giuliano earned a Bachelor of Science in Business Administration, along with a Master of Science in Finance from Universidad Adolfo Ibáñez, Chile, complemented with an additional graduate exchange at the University of St. Gallen in Switzerland as part of their Master in International Management (MIM) program, and completed executive studies at Harvard Business School.

About Certuity

Certuity is a wealth management and multi-family office firm specializing in tailored financial services for high- and ultra-high-net-worth individuals, entrepreneurs, family businesses, and business owners. Core offerings include investment advisory, tax mitigation strategies, estate planning, consolidated reporting, and access to private investment opportunities. With a strong emphasis on wealth preservation, institutional-grade strategy, and legacy planning, Certuity delivers a personalized family office experience designed for the next generation of global families.