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 Second Quarter 2026 Review and Third Quarter 2026 Economic and Market Outlook July 6, 2026 - Global markets stabilized in the second half of 2026 as easing Middle East tensions, resilient economic growth, and strong AI-driven investment offset lingering inflation concerns.
Economic and Market Outlooks Video: July 2026 Economic and Market Outlook July 1, 2026 - In our July outlook, Partner and Chief Market Strategist Jim Lebenthal describes broadly healthy financial conditions, including the S&P 500 up 8% year to date,…
Individuals and Families Tax Challenges Every Business Operating in Multiple States Must Navigate July 14, 2026 - Expanding a business across state lines opens new markets and growth opportunities, but it also introduces a complex web of tax obligations that can catch…