Our advisors utilize their experience and expertise and that of their colleagues to develop the best solutions for your complex personal and professional financial situations.
Actionable planning strategies to inform and guide your decision-making.
CEO Kurt Miscinski talks with AdvisorHub’s CEO, Tony Sirianni. The two discuss the heightened uncertainty and volatility during the pandemic, the repositioning of client portfolios in preparation of changing tax laws, and creative and thoughtful advice that advisors can give — something the robos can’t compete with.
Kurt is the President of Cerity Partners, responsible for the strategic direction and management of the firm. He has more than twenty years of experience in the financial services industry. Kurt chairs the Executive Committee.
Prior to co-founding Cerity Partners, Kurt was a Managing Director and an Executive Committee Member of Deutsche Bank’s Private Wealth Management division. In this role, he managed Deutsche Bank’s US wealth management offices and was responsible for the oversight of client relationships, including the development and servicing of investment, credit, and wealth management offerings for individuals, families, and institutions.
Prior to Deutsche Bank’s acquisition of Scudder Kemper Investments in 2001, Kurt was the Chief Operating Officer for Scudder Private Investment Counsel, an $18 billion asset management division that catered to family offices, wealthy individuals and non-profit institutions.
Kurt received his B.S. from the University of Illinois and M.B.A. from DePaul University. He is a Certified Public Accountant and a member of YPO, Vistage, and Business Executives for National Security.
PARTNER & GENERAL COUNSEL
Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.
Curious about learning more? Let’s talk.