Webinar Recording: Raising Financially Confident Children Justyn Volesko Mimi Drake PJ DuWors Charlotte McGibbon March 20, 2025
Meet The Author Justyn Volesko Partner & Co-Head of Family Office Justyn is a Partner in the New York office, where he serves as Co-Head of the Cerity Partners Family Office. In this role, he leverages... Learn More
Meet The Author Mimi Drake Partner & Practice Leader Mimi is a Partner and Practice Leader in the Pennsylvania office at Cerity Partners. Prior to joining Cerity Partners, Mimi served as Co-Chief Executive Officer... Learn More
Meet The Author PJ DuWors Senior Principal PJ DuWors is a Senior Principal in the New York office. He is a portfolio manager for the Family Office practice, focusing on portfolio construction... Learn More
Meet The Author Charlotte McGibbon Principal Charlotte McGibbon is a Principal at Cerity Partners, specializing in the operational needs of our family office clients. She joined the Firm with experience from... Learn More
Economic and Market Outlooks Should Investors Fear an AI Bubble? November 20, 2025 - Investment bubbles have formed countless times in the history of financial markets. Their creation is not the primary cause of concern—the manner in which they…
Estate Planning Simple Ways to Help Avoid Probate: Revocable Living Trusts and More November 18, 2025 - Probate is the legal process through which a deceased person’s estate is administered and distributed. While it serves an important function, it can also be…
Economic and Market Outlooks Video: November 2025 Economic and Market Outlook November 5, 2025 - This year has been a very positive one for the markets, but does the recent gold rally suggest that things are getting frothy? Might concerns…
