Join Our Growing Partnership

Learn how we empower our colleagues.

Request an Introduction
partner-dev-video-poster-image
The Power of Partnership

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. Here’s how we make it happen:

Enhanced Client Experience

Our client-facing partners and colleagues have access to subject matter experts across investment, tax, estate planning, financial planning, and other wealth management matters, 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 partners and colleagues with efficient operations, leading technologies, and marketing assistance. This support, combined with our collaborative culture and strategic relationships, lays the foundation for substantial practice growth.

Build Wealth

Partners benefit from fair participation in the cash flow and equity of the firm. We are a true meritocracy.

Request an Introduction
Request an Introduction

Comprehensive Support From Day One

We are committed to the success of every colleague who joins us. This includes practice growth planning as well as team training, development, and career pathing.

Transition & day one support

  • Efficient transition, supported internally and by custodian service
  • Determination of ideal office location and setup
  • Commercial insurance coverage and benefits
  • Payroll and colleague benefits

Strategic Planning & Growth

  • Firm-sponsored growth initiatives that drive new clients to your practice
  • Strategic relationships with COIs and financial service providers
  • Access to expertise and solutions for clients including tax, estate planning, cash management, insurance, and more
  • Training and career development through Cerity Partners University

Technology & Client Reporting

  • Best-in-class technology systems
  • Data analytics and reporting
  • Cybersecurity
  • Commitment to innovation and efficiency

Legal & Compliance

  • Corporate and regulatory filings
  • Compliance
  • Risk management reviews
  • Agreement and contract reviews

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.

Headshot of Claire O’Keefe

Claire O’Keefe

Partner & Head of Partner Development
Headshot of Masha Hodi

Masha Hodi

Partner & Chief Experience Officer
Headshot of Geoff Newman

Geoff Newman

Principal

Discover the Power of Joining Cerity Partners

Envision your future with Cerity Partners. Reach out to start a discussion today.

Team member's headshot

Masha Hodi

Partner & Chief Experience Officer

Envision your future with Cerity Partners. Reach out to start a discussion today.

Schedule your meeting today

Masha Hodi

Partner & Chief Experience Officer

Thank You!

A representative will be in touch shortly.

Please take a moment to read these suggested articles

Masha Hodi

Partner & Chief Experience Officer

Strategic Planning

Mapping the Succession Odyssey: Time, Talent, and Treasure as Your Strategic Guide

In 'The 3 T's of Practice Transition', financial advisors who are also business owners can explore the complexities of transitioning their practice, focusing on managing…

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

For general inquiries, click here | For individuals and families, click here | For institutions and non-profits, click here

For general inquiries, click here
For individuals and families, click here
For institutions and non-profits, click here

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.