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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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Dustin Ribergaard

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Here are some valuable insights to read before your meeting

Joe Ferreira, Sam Marshall and Jack Rabuck

Incentive Stock Options

Incentive Stock Options and the Alternative Minimum Tax Catch-22

July 8, 2025 - Here’s why AMT can be problematic: If you exercise enough incentive stock options and continue to hold the stock from the options you exercised, you…

Economic and Market Outlooks

Video: July 2025 Economic & Market Outlook

July 1, 2025 - The financial markets seem to be sending us a message about presidential policies and the “Big, Beautiful Bill.” Jim Lebenthal explores what they might be…

Andrejs Pilajevs

Principal

Cross-Border Planning

Portugal for U.S. Expats

July 2, 2025 - This Insight examines the key considerations for U.S. expats considering a move to Portugal, whether as full-time retirees, part-time residents, digital nomads, or investors seeking…

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