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

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Media & Press Jul 18, 2025

Cerity Partners Unifies Financial Services, Delivering Smarter Wealth Management

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Media & Press Mar 27, 2025

Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets

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Media & Press Mar 12, 2025

Cerity Partners Ventures to Manage NRG Energy’s $50M Corporate Venture Capital Initiative

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Media & Press Mar 6, 2025

Growth, Innovation, and the Future of Private Markets

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Media & Press Mar 6, 2025

Cerity Partners Welcomes Marco Moreno García as Partner

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Press Releases Nov 21, 2024

Cerity Partners Unveils New Cerity Partners University Training Center

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Press Releases Sep 9, 2024

Cerity Partners Appoints Todd Cassler as First-Ever Chief Growth Officer

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Media & Press Jun 7, 2024

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

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Here are some valuable insights to read before your meeting

Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients

February 11, 2026 - Cerity Partners announced a merger with Verus Investments, a leading institutional investment consulting firm with approximately $1.2 trillion in client assets. The combined firm will…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: February 2026 Economic and Market Outlook

February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…

Ben Pace and John Hyman

Individuals and Families

How to Invest Your Bonus Wisely

January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…

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