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 Amita Schultes Partner Amita is a Partner in the New York office, managing Cerity Partners OCIO client portfolios. She is also a member of the Cerity Partners OCIO... Learn More
Cerity Partners Announces Merger with Covenant Partners April 1, 2026 - Cerity Partners has announced that it has merged with Covenant Partners LLC, a boutique wealth management firm based in Nashville, Tennessee. The partnership marks Cerity…
Economic and Market Outlooks Video: April 2026 Economic and Market Outlook April 1, 2026 - In his April outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the war in Iran as the dominant concern for financial markets and…
Individuals and Families What the Iran Conflict Means for Your Portfolio March 2, 2026 - The recent events in Iran introduced considerable uncertainty to the trajectory for global economies and financial markets. As is typical with geopolitical issues in the…