Cerity Partners Welcomes XPYRIA

The addition of Pittsburgh-based XPYRIA expands Cerity Partners’ holistic private wealth management offerings to private and corporate clients in a new market. XPYRIA adds $771M in AUM to Cerity Partners.

New York, NY [August 15, 2024] – Cerity Partners, a leading independent wealth management firm in the U.S., announced that it is merging with XPYRIA, a Pittsburgh-based independent investment adviser. This partnership will enhance Cerity Partners’ suite of full-service wealth management and financial planning services. This partnership will also expand Cerity Partners’ presence in a new market, serving Pittsburgh-based private and corporate clientele. XPYRIA will operate under the Cerity Partners name.

“With over three decades of experience providing institutions and private market clients with exceptional holistic wealth management services, XPYRIA couldn’t be a better partner to help us expand Cerity Partners’ presence in Pittsburgh,” said Claire O’Keefe, Partner & Head of Partner Development at Cerity Partners. “XPYRIA’s credentialed team will be instrumental in allowing us to build on our commitment of providing clients with the custom-built capabilities and expertise to meet them at every stage of their wealth journey. We are thrilled to welcome them aboard.”

“Joining Cerity Partners allows us to enhance the depth and breadth of services we provide to our clients while maintaining the same independent, fiduciary approach that has always been our foundation,” said Joe Salpietro, Partner at XPYRIA. “With access to expanded resources, specialized expertise, and a national network of professionals, we can deliver even more tailored solutions to help our clients achieve their financial goals with confidence.”

About Cerity Partners

Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high and ultra-high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Visit ceritypartners.com to learn more.

About XPYRIA

XPYRIA is a Pittsburgh, PA based independent investment advisor. Since its inception in 1990, XPYRIA has provided smaller institution and private market clients with a level of investment management service and expertise traditionally reserved only for clients with hundreds of millions of dollars to invest.

Media Contact

[email protected]