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 Senior Principal PJ DuWors is a Senior Principal in the New York office. He is a portfolio manager for the Family Office practice, focusing on portfolio construction... 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
Economic and Market Outlooks 2026 Economic and Market Outlook January 6, 2026 - Deglobalization and advances in AI and robotics are reshaping the 2026 global economy, helping developed nations mitigate slower growth and inflation risks. Central banks are…
Individuals and Families How to Invest Your Bonus Wisely January 22, 2026 - Annual bonus season is probably the best time for investors to assess their progress toward financial plan goals and reassess the overall investment objectives and…
Individuals and Families Cerity Partners Completes SOC 2 Cybersecurity Audit January 26, 2026 - Cerity Partners has successfully demonstrated our adherence to the highest industry standards for data security, confidentiality, and operational excellence after completing a SOC 2 Type…