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News

What’s happening at Cerity Partners—announcements and media appearances

VIEW ALL Articles & Interviews Awards Media & Press Press Releases
Articles & Interviews Jun 12, 2025

Mimi Drake Featured in Barron’s: How New Investors Can Get Started

Mimi Drake

Partner & Practice Leader

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Articles & Interviews Jun 4, 2025

Insights from Scott Lenet and Kurt Miscinski Featured in Fortune: How CVCs Help Startups Scale

Scott Lenet

Partner

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Articles & Interviews May 12, 2025

MarketWatch Invests: Tariffs rattle deals. Here’s what’s next for M&A.

Amita Schultes

Partner

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Articles & Interviews May 12, 2025

AGB Trusteeship Podcast: What Boards Need to Know about Venture Capital

Nathaniel Fraser, CFA

Senior Principal

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Articles & Interviews Mar 21, 2025

Advisors Share Their Strategies For Serving Women

Laurie Fried, CFP®, CDFA®, MAFF

Partner

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Articles & Interviews Aug 14, 2024

Diversifying Benefits Offerings: A Q&A with Katie Pfeifer

Katie Pfeifer

Head of Workplace Solutions

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Articles & Interviews Jul 9, 2024

WSJ: AI Frenzy Propels Stocks to Monster First Half

Ben Pace

Chief Investment Officer

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Media & Press Jun 7, 2024

Louisville Business First: Investment in Cerity Partners University (CPU)

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Articles & Interviews Apr 26, 2024

MarketWatch: What are vesting schedules?

Jim Trujillo

Principal

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Articles & Interviews Mar 18, 2024

WSJ: How to Avoid Paying Higher Taxes When Your Spouse Dies

Ekaterina Klimentova

Partner

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Doug Bonaquist

Partner

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Partner

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Here are some valuable insights to read before your meeting

Ben Pace

Partner & Chief Investment Officer

Individuals and Families

How AI Is Affecting the Global Economy

September 2, 2025 - Artificial intelligence (AI) is designed to replicate and augment human intelligence by training machines to think and learn like humans. The concept has been around…

Chase Norcini

Senior Associate

Individuals and Families

Tax-Aware Investing with Long-Short Equity Strategies

August 26, 2025 - Once the domain of hedge funds, long-short equity strategies have gained traction among a wider range of investors thanks to their growing availability through separately…

Joseph Matus

Principal

Individuals and Families

Opportunity Zones Under the One Big Beautiful Bill Act

August 25, 2025 - Originally enacted as part of the Tax Cuts and Jobs Act of 2017, Opportunity Zones (OZs) were created to channel private capital into economically distressed…

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