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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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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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