Claire O’Keefe

I was inspired and excited by the vision of our firm – to build the first of its kind global professional services firm in wealth management, in the mold of a partnership, with the aspiration to celebrate a hundredth anniversary – the entrepreneurial and people-centric culture, and the opportunity to have the privilege of working alongside talented partners and colleagues to play a part in fulfilling that vision.

As one strong unified partnership, we describe the culture of our firm as being:

• Ethically driven – always do right by clients, colleagues and the communities in which we operate;
• Expertise focused – Cerity Partners University was developed to ensure that we are investing in the growth and development of all colleagues, particularly our next gen who will be the future leaders of our firm;
• Entrepreneurially operated – we operate with a growth mindset, are acutely focused on finding ways to continue to enhance our client and colleague experience, and embrace the balance between valuing individuality and being one strong united partnership.

Colleagues who join Cerity Partners share our cultural values, are excited by the vision and mission of our firm, the partnership model whereby every colleague has a voice and the ability to control their professional and economic destiny, the opportunity to work alongside highly experienced and talented colleagues and partners to deliver an exemplary client experience across every facet of wealth management, and to have a dedicated group of colleagues who lead and manage run-the-business functions.

Success is when every colleague feels they’re an integral part of Cerity Partners, contributing meaningfully to our collective vision and enjoying the personal and professional growth that comes with it. It’s not just about numbers; it’s about the stories we create, the bonds we form, and the legacy we build together.