Meet The Author James Lebenthal Partner & Chief Market Strategist Jim is the firm’s Chief Market Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios... Learn More
Meet The Author Rita Lee Partner Rita is a Partner in the North Bay office. She provides comprehensive investment and planning advice to high-net-worth individuals and their families, businesses, and non-profit... Learn More
Economic and Market Outlooks Video: May 2026 Economic and Market Outlook May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…
Cerity Partners Named to USA TODAY’s Best Financial Advisory Firms List for 2026 May 5, 2026 - Cerity Partners has been named to USA TODAY’s Best Financial Advisory Firms list for 2026, developed with Statista—recognizing leading RIAs nationwide based on independent recommendations…
Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…