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.
Cerity Partners expands C-Suite with addition of Steve Williams as Chief Client Officer.
CHICAGO – November 10, 2020 – Cerity Partners, a national independent financial advisory firm, announced today that it has hired Steve Williams as the firm’s new Chief Client Officer. In this role, Williams will be responsible for leading business development and the continued expansion of the firm’s referral partnerships. Williams will be based out of Costa Mesa, CA and report directly to CEO Kurt Miscinski.
Williams joins Cerity Partners with three decades of experience in the financial services industry. Prior to this role, he was president of Cantor Fitzgerald Capital, an institutional alternative asset management firm, where he was responsible for leading business development, creating corporate strategy, driving revenue growth, and managing relationships with RIAs, family offices and custodians. Williams began his career as a private banker at JP Morgan.
“I have a long-standing relationship with many individuals at Cerity Partners whose ideals and values closely align with my own,” said Williams. “Together, we will continue to fully realize Cerity Partners’ growth potential and serve our clients’ best interests, delivering valuable financial outcomes.”
Williams is joining Cerity Partners following multiple years of strong growth for the firm. He will be instrumental in maintaining and building this growth momentum to promote long-term success for the firm. Some of his responsibilities include overseeing strategic relationships and advising high-net-worth families, foundations and nonprofit organizations. He is also a member of Cerity Partners’ Executive Committee.
“We are excited to welcome Steve to our team as a colleague, partner and our firm’s Chief Client Officer,” said Kurt Miscinski. “His thorough understanding of our clients’ needs, coupled with his experience in leading organizational growth, will add immense value to our firm’s continued success in developing new client relationships and delivering world-class advice and service to our clients.”
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.
James Izard II
By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to
resident, please see our CCPA Notice to California Residents.
Curious about learning more? Let’s talk.