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
Economic and Market Outlooks Video: June 2026 Economic and Market Outlook June 3, 2026 - In his June outlook, Partner and Chief Market Strategist Jim Lebenthal focuses on the contradiction between the stock market hitting record highs amid significant global headwinds like…
Incentive Stock Options The Post-IPO Lockup Playbook for Equity Holders June 12, 2026 - If you’re an employee or equity holder of a company undergoing an IPO, your shares may be your single largest financial asset. With several major…
Incentive Stock Options Own Stock in a Company Planning an IPO? Here’s Answers to FAQs May 22, 2026 - Following headlines of imminent IPOs at prominent technology companies, such as SpaceX and OpenAI, employees and private market investors are looking to maximize their potential…