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Apr 08, 2024, 10:00 ET Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability
addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices. Cerity Partners will manage approximately $100 billion
More news about: Cerity Partners
Mar 18, 2024, 08:00 ET Genstar Promotes Matt McCabe and Dominic Martellaro To Director
the Industrials and Business Services Group at Credit Suisse. He serves as a member of the Board of Directors of Genstar portfolio companies Abracon, Cerity Partners, Inside Real Estate, Vector Solutions, Clarience Technologies, and Alera Group. He is a graduate of Loyola University
More news about: Genstar Capital Management, LLC
Feb 27, 2024, 10:02 ET Liz Nesvold Joins Emigrant Bank as Vice Chair, Emigrant Partners as Chair
Bank has worked formally with Ms. Nesvold since 2017. In that year, Ms. Nesvold and her partners represented the Bank when it sold HPM Partners (now Cerity Partners) to Lightyear, and followed up that mandate with the sale of EP partner firm, Pathstone, to Lovell Minnick Partners. She also represented
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Aug 08, 2023, 10:30 ET Cerity Partners Welcomes Jeffrey C. LeSage
started his career as a tax advisor for Arthur Andersen. Kurt Miscinski, CEO of Cerity Partners, remarked, "We're thrilled to welcome Jeff to Cerity Partners and our Executive Committee. His experience and proven leadership will strengthen our commitment to building
More news about: Cerity Partners
Jul 14, 2023, 08:02 ET This Week in Finance News: 13 Stories You Need to See
Cerity Partners Welcomes Lumina Financial ConsultantsCerity Partners announced today it is merging with Lumina Financial Consultants, a wealth management and financial planning
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Jul 12, 2023, 12:00 ET Cerity Partners Welcomes Lumina Financial Consultants
wealth management services to women and their specific financial needs. As a Barron's-ranked Top 100 RIA Firm, Cerity Partners is among the nation's fastest-growing wealth management firms. Cerity Partners President and CEO Kurt Miscinski sees the merger with Lumina Financial
More news about: Cerity Partners
Jul 12, 2023, 10:00 ET Simply Business Teams Up With Cerity® to Offer Workers' Compensation Coverage to Small Business Customers
model, focusing heavily on simplicity, choice, and value. CerityCerity® is a registered trademark of Cerity Services, Inc. Founded with a bold vision to reimagine small business insurance, Cerity empowers business owners to quickly and easily protect their team, their
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Jul 05, 2023, 12:00 ET Cerity Partners Welcomes AJ Wealth
2009, Cerity Partners is a growing leader in providing wealth and investment management services to individuals, families, businesses, and nonprofit organizations. As a Barron's-ranked Top 100 RIA Firm, Cerity Partners is also among the nation's fastest-growing wealth management firms. Cerity Partners
More news about: Cerity Partners