Webinar Recording: Q2 2025 Market & Economic Outlook Tom Cohn Amita Schultes James Lebenthal May 16, 2025
Meet The Author Tom Cohn Partner & Chief Solutions Officer Tom is the Chief Solutions Officer and a Partner in the New York office. He has over ten years of experience in various investment management... 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
Meet The Author James Lebenthal Partner & Chief Equity Strategist Jim is the firm’s Chief Equity Strategist and a Partner in the New York office. He has over twenty-five years of experience managing investment portfolios... Learn More
Business Owner Advisory 5 Ways Small Business Owners Can Help Protect Themselves from Tariffs May 14, 2025 - With headlines dominated by tariffs and trade policy shifts, small & mid-size business owners are on edge. Learn 5 ways to protect your small business…
Estate Planning 10 Ways to Protect the Wealth You Have Built May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…
Economic and Market Outlooks Webinar Recording: Q2 2025 Market & Economic Outlook May 16, 2025 - Watch our Investment Office’s timely assessment of recent market volatility and economic uncertainty. This quarter’s market update assesses the economic landscape before and after the…
