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Oct 01, 2026, 12:00 ET Cerity Partners Expands Presence in the San Francisco Bay Area with Addition of Cornerstone Capital
combination, and HansonBridgett provided legal counsel. Lowenstein Sandler provided legal counsel to Cerity Partners in this combination.About Cerity PartnersFounded in 2009, Cerity Partners is a nationally recognized wealth management firm serving high- and ultra-high-net-worth individuals
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Oct 01, 2026, 09:00 ET Cerity Partners Enters Minnesota Market Through Merger with Echo Wealth Management
assets under management to Cerity Partners."Echo Wealth Management is a firm built on the same client-first values we hold at Cerity Partners," said Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners. "Minneapolis is an important
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Sep 30, 2026, 09:00 ET Relay Raises $36 Million in New Funding from Industry Leaders to Drive Frontline Safety, Productivity, and Operational Intelligence
Investment round led by industrial leader International Paper, alongside other new investors Cerity Partners, Harmonic Growth Partners, and Thayer Investment PartnersRALEIGH, N.C., Sept. 30, 2026 /PRNewswire/ --
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Sep 22, 2026, 09:00 ET Cerity Partners to Welcome the Contant-Leit and Wacht Groups of Shufro Rose & Co., Deepening Its Presence in New York City
combination, and Katz Teller is providing legal counsel. Lowenstein Sandler is providing legal counsel to Cerity Partners in this combination.About Cerity PartnersFounded in 2009, Cerity Partners is a nationally recognized wealth management firm serving high- and ultra-high-net-worth individuals
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Sep 18, 2026, 09:00 ET Cerity Partners Merges with Gilbert & Cook, Building on More Than 30 Years Serving Clients and Families in Iowa
combination, and Sissel Law is providing legal counsel. Lowenstein Sandler is providing legal counsel to Cerity Partners in this combination.About Cerity PartnersFounded in 2009, Cerity Partners is a nationally recognized wealth management firm serving high- and ultra-high-net-worth individuals
More news about: Cerity Partners