News

What’s happening at Cerity Partners, including announcements and media appearances

VIEW ALL Articles & Interviews Awards Interviews Media & Press Press Releases
Articles & Interviews Aug 20, 2026

A Week to Remember: The Cerity Partners Hall of Fame Open
Press Releases Jul 8, 2026

Cerity Partners Names Will Peng as Chief Innovation Officer
Press Releases Jul 1, 2026

Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners
Press Releases Jun 1, 2026

Cerity Partners Expands Tax and Accounting Capabilities with Merger of Allmon, DiBernardo & Associates
Press Releases May 19, 2026

Cerity Partners Ranked #1 on Barron’s 2026 Top 100 Institutional Consulting Teams List
Awards May 5, 2026

Cerity Partners Named to USA TODAY’s Best Financial Advisory Firms List for 2026
Articles & Interviews Apr 30, 2026

Cerity Partners Featured in Sports Business Journal Announcing the Firm’s Partnership with the International Tennis Hall of Fame
Press Releases Apr 30, 2026

Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open
Press Releases Apr 20, 2026

Cerity Partners Announces Partnership with insightsoftware to Scale Workplace Solutions Offerings for Executives
Press Releases Apr 1, 2026

Cerity Partners Announces Merger with Covenant Partners

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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