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

VIEW ALL Articles & Interviews Awards Interviews Media & Press Press Releases
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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Articles & Interviews Sep 3, 2025

Claire O’Keefe Featured on Beyond Barriers Podcast

CLAIRE O'KEEFE

PARTNER & HEAD OF PARTNER DEVELOPMENT

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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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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Principal & Client Experience Director

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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: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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