Stefan Ludlow

Chief Technology Officer at Cerity Partners

Overview

Stefan Ludlow serves as Chief Technology Officer at Cerity Partners, a position Ludlow has held since February 2023[3]. Ludlow joined Cerity Partners as the firm's founding technology hire and built the technology function through periods of organic growth and merger activity[2]. In the current role, Ludlow leads teams across software and platform engineering, data engineering, Salesforce, cybersecurity, IT infrastructure, and product management[2]. Prior to becoming CTO, Ludlow held the position of Director of Technology at Cerity Partners from February 2019 to February 2023[4]. Ludlow's earlier career included roles as Director of Technology at GM Advisory Group[5], Vice President of CRM at Dynasty Financial Partners[6], and Business Analyst positions at International Medical Group and Technology Partnership Group[7][10]. Ludlow holds a Bachelor of Arts with Honors in History from Butler University[11].

Profile introduction
Source excerptLinkedIn [2]

I'm a Partner and Chief Technology Officer at Cerity Partners, where I joined as the firm's founding technology hire and built the technology function from the ground up through years of rapid organic growth and sustained merger activity. Today I lead teams spanning software and platform engineering, data engineering, Salesforce, cybersecurity, IT infrastructure, and product management. Together we've built the firm's central data platform, delivered a portfolio of custom enterprise applications, led one of the industry's earliest firmwide AI adoptions, and stood up a security program truste…

Career history

  1. Chief Technology OfficerFeb 2023 to presentCerity Partners
  2. Director Of TechnologyFeb 2019 to Feb 2023Cerity Partners
  3. Director Of TechnologyMay 2018 to Jan 2019GM Advisory Group
  4. Vice President - CRMOct 2015 to Apr 2018Dynasty Financial Partners
  5. Business AnalystAug 2014 to Sep 2015International Medical Group (IMG)
  6. Project Lead - Open Source DevelopmentAug 2013 to Sep 2015OpenRPI
  7. FounderSep 2013 to Jun 2015Ludlow Enterprises Group, LLC
  8. Business AnalystMay 2013 to Jul 2014Technology Partnership Group, Inc.

Education

  1. Bachelor of Arts (BA) with Honors, HistoryButler University

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