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News

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

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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Articles & Interviews Mar 12, 2024

Wealthmanagement.com: Which Alternative Investments RIAs Favor

Christopher Burrows

Partner

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Articles & Interviews Nov 17, 2023

Barron’s: Executives Want Financial Counseling. Here’s Where They Can Find It.

Kurt Miscinksi

PARTNER, PRESIDENT & CEO

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Articles & Interviews Nov 17, 2023

DealQuest Podcast: Claire O’Keefe – Leading RIA Aggregators

CLAIRE O'KEEFE

PARTNER & HEAD OF PARTNER DEVELOPMENT

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Articles & Interviews Oct 25, 2023

Unpacking Alternative Intelligence Podcast

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Articles & Interviews Oct 13, 2023

How the Largest RIAs Are Investing Now

Ben Pace

Chief Investment Officer

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Articles & Interviews Aug 7, 2023

Name, Image, and Likeness for International Student Athletes

Dan Johnson, CFP®

Director of Financial Planning Training

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Articles & Interviews Aug 3, 2023

401k Best Practices: A Guidebook for Plan Sponsors Podcast

Ty Parrish

PARTNER

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