Webinar Recording: Raising Financially Confident Children Justyn Volesko Mimi Drake PJ DuWors Charlotte McGibbon March 20, 2025
Meet The Author Justyn Volesko Partner & Co-Head of Family Office Justyn is a Partner in the New York office, where he serves as Co-Head of the Cerity Partners Family Office. In this role, he leverages... Learn More
Meet The Author Mimi Drake Partner & Practice Leader Mimi is a Partner and Practice Leader in the Pennsylvania office at Cerity Partners. Prior to joining Cerity Partners, Mimi served as Co-Chief Executive Officer... Learn More
Meet The Author PJ DuWors Principal PJ DuWors is a Principal in the New York office. He is a portfolio manager for the Family Office practice, focusing on portfolio construction and... Learn More
Meet The Author Charlotte McGibbon Principal Charlotte McGibbon is a Principal at Cerity Partners, specializing in the operational needs of our family office clients. She joined the Firm with experience from... 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…