Webinar Recording: Raising Financially Confident Children Justyn Volesko Mimi Drake PJ DuWors Charlotte McGibbon March 20, 2025
Meet The Author Justyn Volesko Partner & Co-Head of Family Office Justyn is a Partner in the New York office, where he serves as Co-Head of the Cerity Partners Family Office. In this role, he leverages... Learn More
Meet The Author Mimi Drake Partner & Practice Leader Mimi is a Partner and Practice Leader in the Pennsylvania office at Cerity Partners. Prior to joining Cerity Partners, Mimi served as Co-Chief Executive Officer... Learn More
Meet The Author PJ DuWors Senior Principal PJ DuWors is a Senior Principal in the New York office. He is a portfolio manager for the Family Office practice, focusing on portfolio construction... Learn More
Meet The Author Charlotte McGibbon Principal Charlotte McGibbon is a Principal at Cerity Partners, specializing in the operational needs of our family office clients. She joined the Firm with experience from... Learn More
Individuals and Families What the Iran Conflict Means for Your Portfolio March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…
Economic and Market Outlooks Video: March 2026 Economic and Market Outlook March 4, 2026 - While 2026 has so far brought unsettling market volatility and mixed signals from former leaders like Microsoft, Amazon, and Meta, Partner and Chief Market Strategist…
Individuals and Families The 1031 Exchange Market: From Transactional Tax Deferral to Institutional Portfolio Strategy March 5, 2026 - The 1031 exchange, named after Section 1031 of the Internal Revenue Code, is a powerful tax-deferral strategy that allows real estate owners to defer capital…