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Oct 14, 2025, 08:00 ET Erie Strategic Ventures invests in Atomic and Feathery to advance innovation in insurance and financial technology

www.erieinsurance.com About Cerity Partners VenturesFounded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high- and ultra-high-net-worth individuals

More news about: Erie Indemnity Company


Sep 23, 2025, 11:01 ET Introducing the Cerity Partners Financial Planning Program at Western Kentucky University

management, and business development, the Cerity Partners Financial Planning Program at WKU will prepare students to thrive in an evolving industry. Together, these initiatives reflect our commitment to advancing education inside and outside of our firm." The Cerity Partners Financial Planning Program

More news about: Cerity Partners


Sep 05, 2025, 10:50 ET Cerity Partners Announces Merger with Graypoint

serving as legal counsel. Lowenstein Sandler is serving as legal counsel for Cerity Partners. About Cerity Partners Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high-net-worth and ultra-high-net-worth

More news about: Cerity Partners


Sep 05, 2025, 10:15 ET Republic Capital Group Advises $4.5 Billion AUM Graypoint on its merger with Cerity Partners, Over $130 Billion in AUM

ultra-high-net-worth individuals and institutions. Cerity Partners, a leading independent wealth management firm in the U.S., stated that the merger will meaningfully enhance its presence in the Capital Region. Following the closing, Graypoint will operate under the Cerity Partners brand. Daniel

More news about: Republic Capital Group


Jul 31, 2025, 09:00 ET Lido Advisors Appoints Justin Barish as Chief Marketing and Digital Officer to Lead National Strategy and Accelerate Growth

innovation, and broaden our impact." Barish brings over a decade of experience across financial service digital marketing. He joins Lido from Cerity Partners, where he served as Head of Digital Marketing and Principal in the firm's New York office. There, he led

More news about: Lido Advisors


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