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News

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

VIEW ALL Articles & Interviews Awards Interviews Media & Press Press Releases
Articles & Interviews Sep 28, 2026

Forbes Article on Appreciated Real Estate Features Cerity Partners

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Articles & Interviews Sep 22, 2026

Kurt Miscinski and Michael Barry Featured on Growth Leaders of Wealth Management Podcast

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Articles & Interviews Sep 21, 2026

Forbes Article on Private Markets Features Cerity Partners

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Articles & Interviews Sep 14, 2026

Forbes Article on Concentrated Equity Features Cerity Partners

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Articles & Interviews Aug 24, 2026

Shelly Stone Featured in Albany Business Review

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Articles & Interviews Aug 20, 2026

A Week to Remember: The Cerity Partners Hall of Fame Open

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Articles & Interviews Apr 30, 2026

Cerity Partners Featured in Sports Business Journal Announcing the Firm’s Partnership with the International Tennis Hall of Fame

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Articles & Interviews Jan 30, 2026

Cerity Partners and Family Business Magazine Discuss What Defines a True Family Office

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Articles & Interviews Jan 15, 2026

Justyn Volesko featured in Kiplinger – Navigating the 2026 Tax Landscape

Justyn Volesko

Partner & Co-Head of Family Office

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Articles & Interviews Oct 23, 2025

Claire O’Keefe Featured on Focused on the Future Podcast

CLAIRE O'KEEFE

PARTNER & HEAD OF PARTNER DEVELOPMENT

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Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute introductory meeting so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

Find your ideal financial advisor with our personalized Concierge Program.

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Dustin Ribergaard

Principal & Client Experience Director

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Thank you for your interest

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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