News

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

VIEW ALL Articles & Interviews Awards Interviews Media & Press Press Releases
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
Articles & Interviews Aug 24, 2026

Shelly Stone Featured in Albany Business Review
Articles & Interviews Aug 20, 2026

A Week to Remember: The Cerity Partners Hall of Fame Open
Press Releases Jul 8, 2026

Cerity Partners Names Will Peng as Chief Innovation Officer
Press Releases Jul 1, 2026

Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners

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Here are some valuable insights to read before your meeting

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

September 22, 2026 - Cerity Partners today announced their intention to merge with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York City–based wealth advisory…

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…

Joshua Norman and Jason Hill

Individuals and Families

Invested in a Qualified Opportunity Zone? A Tax Bill Is Due December 31, 2026

September 15, 2026 - If you deferred gains in a Qualified Opportunity Fund, any you haven’t yet recognized will be treated as income on your 2026 return—regardless of whether…

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