Join Our Growing Partnership

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Watch: Unlock Your Potential for Growth

Why do colleagues choose Cerity Partners?

Cerity Partners empowers its partners to better serve and develop clients with an expansive suite of wealth management services, robust centralized resources, and multiple growth channels. At the heart of our firm is an entrepreneurial spirit and a shared passion for building and growing a partnership together.

We wanted to make sure that our young people had career paths beyond what we could provide them at our single firm.”

Mimi Drake

Partner | Philadelphia

I can say that the disruptive changes were minimal, and it’s pretty much been all upside.”

Philip Steele

Partner | Chicago

We could continue to be the fiduciaries we wanted to be to our clients while also being able to offer a huge breadth of services.”

Amanda Dekki

Partner | New York City

We’ve had only positive feedback about the new resources we have, the new additions to our team and the ability for me and my team to concentrate more on the client work.”

Andrew Cooper

Partner | New York City

We’ve been able to offer our clients a more comprehensive suite of services and deliver our clients a higher quality experience.”

Laurie Fried

Partner | North Bay

Enhanced Client Experience

Our client-facing partners and colleagues have access to subject matter experts across financial planning, investment management, tax planning and preparation, estate and trust planning, and many more areas, enabling them to focus solely on the best interests of their clients.

Partnership

Professionals at Cerity Partners are not employees; they are partners and colleagues who embrace their entrepreneurial spirit, control their professional and economic success, and influence the firm's strategy and direction, ensuring our collective success.

Grow Their Practice

We support our client-facing practices with efficient operations, client referrals, marketing assistance, and leading technologies including AI. This support, combined with our collaborative culture and strategic relationships, lays the foundation for substantial practice growth.

Build Wealth

We are a true meritocracy. Professionals benefit from formulaic, merit-based participation in the firm’s cash flow and equity, with substantial upside potential.

The Cerity Partners Vision

Kurt Miscinski, Partner & Chief Executive Officer, Claire O’Keefe, Partner & Head of Partner Development, and other members of the Cerity Partners leadership team share their vision for the firm.

partner-dev-video-poster-image — The Power of Partnership

Comprehensive Support From Day One

When you join Cerity Partners, a purpose-built team is already in place to support you so you can focus on what matters most – client service and new client development. Our infrastructure spans transition, practice growth, training and development, technology, and operations, all backed by a partnership that rewards your contributions with a merit-based compensation program that includes equity awards.

Transition & day one support

Dedicated internal team to ensure seamless client transition process
Experts across all functions to drive efficient onboarding experience
Project management team customizes transition plan and ensures each part of transition is managed appropriately
Human capital matters such as benefits and payroll centrally managed from day one

Strategic Planning & Growth

New clients referred to your practice through strategic partnerships with global corporations, leading organizations, and custodians
National marketing initiatives and local marketing support drive new clients to you
Fully dedicated team of practice development experts to grow your practice meaningfully and thoughtfully
Cerity Partners University, an in-person, virtual, and on-demand training and development curriculum

Technology & Client Reporting

An integrated technology stack built for wealth management at scale
Operational efficiency through Artificial Intelligence and continuous investment in innovation
Customized client reporting, performance analytics, and a secure client portal
Enterprise-grade cybersecurity and data protection

Operational Excellence

Institutional-grade investments team for research, portfolio management, and trading, which increases efficiency, lowers fees, and provides leading access, especially to the private markets
In-house planning expertise across tax, estate, trust, risk management, cross-border, and many more
Devoted teams for client matters including billing, reporting, and custodian support
Dedicated legal and compliance functions for contract reviews and all regulatory matters

Meet the Partner Development Team

At Cerity Partners, our Partner Development Team is dedicated to driving strategic growth and cultivating enduring relationships. Comprised of seasoned professionals from diverse backgrounds, our team brings together a wealth of experience and a shared dedication to excellence. We work collaboratively to ensure that our partners receive unparalleled support, resources, and guidance through every transition.

Claire O’Keefe

Partner & Head of Partner Development

Michael Griffin

Partner & Head of Partner Recruiting

Carol Benz

Partner & Chief People Officer

Geoff Newman

Senior Principal & Director of Partner Development

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