Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
Our name reflects our steadfast commitment to enhancing the financial well-being of individuals and their families, businesses and their employees and nonprofit organizations through objective advice and oversight. As part of this commitment, we have brought together a team of experts – financial planners, investment professionals, tax advisors, retirement plan consultants and attorneys – dedicated to helping clients achieve their short- and long-term goals. We continually seek strategic opportunities to expand the breadth and depth of our firm to meet the evolving needs of our clients and to provide diverse perspectives and insights.
At Cerity Partners We Are:
We believe that collaborating with colleagues surrounds our clients with the expertise to provide superior advice-driven service and solutions. We demonstrate collaboration by including multiple team members in all areas of what we do, whether client facing or focused on the business. We hold ourselves and our colleagues accountable for what we promise and what we deliver. We think about succession and ensure that there is extensive talent and expertise available to our clients.
We are not employees, nor do we act like employees. We are colleagues and business owners who appreciate that the returns on our investment in the business benefit all. We are innovative and proactive and consciously make decisions about our practice areas with more than ourselves in mind.
We are unwavering in our commitment to put clients first and to minimize conflicts of interest whenever possible. We act with integrity, authenticity and purpose to be a steward and advisor for our clients and colleagues.
We are in-service to clients, colleagues, and the firm.
We demonstrate our commitment to our practice by developing expertise and knowledge that is unmatched. Our growth-mindset means we consistently explore the universe of advice and are open to feedback and information that can help us to be the best advisors, colleagues and partners. We lead by example.
We believe in the power of thinking of others first and strive to create something bigger than the sum of its individual parts.
Welcome to Cerity Partners. Our name is a modification of the word sincerity, which encapsulates our character and the experience our clients receive. We look forward to working with you.”Kurt Miscinski, CEO & President
Welcome to Cerity Partners. Our name is a modification of the word sincerity, which encapsulates our character and the experience our clients receive. We look forward to working with you.”
Kurt Miscinski, CEO & President
Kurt Miscinski
Partner, President & CEO
Brett Dearing
Partner
Lynda Castellano
Daniel Park
Carol Benz
Partner & Chief People Officer
Michelle Soto
Mimi Drake
Partner & Market Leader
Madeleine Thomas
Senior Associate
James Lebenthal
Partner & Chief Equity Strategist
Gerard Burke
Javier Solis
Elizabeth Dawson
Principal
Masha Hodi
Partner & Chief Experience Officer
Brian Tu
Meg Rowley
Doug Garrison
Matthew Canner
Erica Bunnell
Justin DuMouchelle
Peter Martin
Jillian Laughlin
Associate
Rita Lee
Richard Long
Lauren Desforge
Claire O’Keefe
Partner & Head of Partner Development
Aaron Waxman
Peter Yoon
Jennifer Ellison
Eric Chang
Erica Cameron
Steve Williams
Partner & Chief Client Officer
Ray McCarthy
Karim Ahamed
Nicole Joko
Andrew Blumenthal
Kate Kittinger
Natalia Tchetchoulina
Eric Minnick
Vonny Carrington
Myles VanderWeele
Sean Moore
Kathryn Kennedy
Our office locations don’t define who we serve; they’re simply our home base in that region of the country. We come to you, wherever you are. Contact the nearest office to start the conversation.
California
Colorado
Florida
Illinois
Indiana
Kentucky
Massachusetts
Maryland
Michigan
New Jersey
New York
Ohio
Pennsylvania
Texas
Virginia
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Walker Phillips
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