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

Press Releases Aug 8, 2023

Cerity Partners Welcomes Jeffrey C. LeSage

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Press Releases Jul 12, 2023

Cerity Partners Welcomes Lumina Financial Consultants

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Press Releases Jul 5, 2023

Cerity Partners Welcomes AJ Wealth

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Press Releases Jun 13, 2022

Cerity Partners Welcomes a Recapitalization Led by Genstar Capital

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Press Releases May 3, 2022

Cerity Partners Welcomes Permit Capital Advisors

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Press Releases Mar 1, 2022

Cerity Partners Merges with Boston-based Daintree Advisors

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Press Releases Feb 22, 2022

Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies

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Press Releases Jan 5, 2022

Cerity Partners Adds Brouwer & Janachowski

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Press Releases Nov 23, 2021

Cerity Partners Announces Merger with B|O|S

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Press Releases May 11, 2021

Cerity Partners Announces New Head of Corporate Development

Doug Bonaquist

PARTNER & HEAD OF CORPORATE DEVELOPMENT

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.