News

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

VIEW ALL Articles & Interviews Awards Interviews Media & Press Press Releases
Press Releases Oct 1, 2026

Cerity Partners Merger with Compass Wealth Management Deepens Presence in Atlanta
Press Releases Oct 1, 2026

Cerity Partners Expands Presence in the San Francisco Bay Area with Addition of Cornerstone Capital
Press Releases Oct 1, 2026

Cerity Partners Enters Minnesota Market Through Merger with Echo Wealth Management
Articles & Interviews Sep 28, 2026

Forbes Article on Appreciated Real Estate Features Cerity Partners
Articles & Interviews Sep 22, 2026

Kurt Miscinski and Michael Barry Featured on Growth Leaders of Wealth Management Podcast
Press Releases Sep 22, 2026

Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City
Articles & Interviews Sep 21, 2026

Forbes Article on Private Markets Features Cerity Partners
Press Releases Sep 18, 2026

Cerity Partners Merges with Gilbert & Cook, Building on More Than 30 Years Serving Clients and Families in Iowa
Press Releases Sep 16, 2026

Cerity Partners Named to Barron’s 2026 Top RIA List
Articles & Interviews Sep 14, 2026

Forbes Article on Concentrated Equity Features Cerity Partners

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

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: October 2026 Economic and Market Outlook

October 1, 2026 - In our October outlook, Jim Lebenthal, Partner and Chief Market Strategist, notes that the economy’s three key pillars—GDP growth, strong labor markets, and profit growth—remain…

Uncategorized

Cerity Partners Announces Three New Mergers, Adding Approximately $2.1 Billion in Assets Under Management

October 1, 2026 - We're pleased to announce that Cerity Partners has merged with three outstanding firms—Compass Wealth Management, Cornerstone Capital, Inc., and Echo Wealth Management.

Natalia Tchetchoulina

Partner

Individuals and Families

Donor-Advised Funds: A Powerful and Flexible Tool for Charitable Giving

September 23, 2026 - A donor-advised fund is a charitable giving account established with a sponsoring organization that allows individuals and families to support charitable causes they care about…

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