The financial lives of high-net-worth individuals are complicated. We understand the unique challenges you face and offer integrated solutions to grow, protect and preserve your wealth.
You invest time and resources designing competitive compensation and benefit offerings for your employees and executives. Our integrated solutions balance the unique perspectives of HR and benefit teams, plan fiduciaries, senior leader and employees.
The success of your mission depends on the preservation and growth of your organization’s financial resources. With our financial oversight and services, you can confidently perform your noble work for years to come.
What’s happening at Cerity Partners—announcements and media appearances
Our colleagues frequently share their perspectives with the media, helping people stay in the know on important planning and investing topics.
Chief Equity Strategist Jim Lebenthal provides a breakdown of how and why interest rates affect technology stocks in the Wealth Management 2021 Midyear Outlook.
Partner David Jumper talks shop with Citywire USA. He shares best calls of the year so far and where storm clouds may be gathering.
CEO Kurt Miscinski sits down with AdvisorHub’s CEO, Tony Sirianni. The two discuss the importance of culture within the Partnership and what it takes to...
Partner Kate Kennedy shares insights on the importance of creating (or revising) a comprehensive estate plan.
Cerity Partners announces that it has hired Doug Bonaquist as the firm’s new Head of Corporate Business Development.
CEO Kurt Miscinski talks with AdvisorHub’s CEO, Tony Sirianni.
CEO Kurt Miscinski was quoted in InvestmentNews about M&A activity in the RIA industry.
Cerity Partners has been recognized as a 2021 Best Places to Work for Financial Advisers by InvestmentNews.
Cerity Partners announces that Bainco International Investors (Bainco) has joined the firm, expanding its presence to New England.
Chief Compliance Officer Stuart Evans and Director of Technology Stefan Ludlow discuss how business continuity plans can bolster a practice’s resiliency.
Partner Susan Hartley-Moss weighs in on the importance of finalizing estate plans before inauguration day.
Partner Paul Sommerstad offers a unique perspective about raising the RMD age as longevity continues to rise.