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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
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Sep 16, 2026, 10:00 ET Cerity Partners Named to Barron's 2026 Top RIA List
Miscinski, Partner and Chief Executive Officer of Cerity Partners. "This honor belongs to my colleagues, whose commitment to exceptional advice and service continues to set Cerity Partners apart. We are honored by the trust our clients place in us."Cerity Partners provides holistic financial services
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Jul 23, 2026, 16:16 ET /C O R R E C T I O N -- Warburg Pincus LLC/
Warburg Pincus' global industry verticals to source and underwrite bespoke, value additive transactions. Recent investments have included DriveCentric, Cerity Partners, Excelitas Technologies, Global Eggs, MB2 Dental, Madison International Realty, MIAX, MyKaarma, Nord Security, Service Compression, and United
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Jul 08, 2026, 09:00 ET Cerity Partners Names Will Peng as Chief Innovation Officer
appointment underscores Cerity Partners' continued investment in an entrepreneurial approach and bringing established talent and technology to support the firm's standing as a nationally recognized Registered Investment Adviser.About Cerity PartnersFounded in 2009, Cerity Partners is a nationally
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Jul 01, 2026, 12:00 ET Cerity Partners Expands into Oregon After Merger with Cordant Wealth Partners
O'Keefe, Partner and Head of Partner Development at Cerity Partners. "Will, Isaac, and their team have built something truly special in Portland, and we couldn't be more excited to welcome them to the Cerity Partners family.""Joining Cerity Partners is a transformative step for our team and our
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May 19, 2026, 09:05 ET Cerity Partners Ranked #1 on Barron's 2026 Top 100 Institutional Consulting Teams List
and compliance records. Neither Cerity Partners nor its employees paid a fee to obtain, use, or promote this ranking. The ranking is not indicative of future performance or of any one client's experience.About Cerity PartnersFounded in 2009, Cerity Partners is a nationally recognized
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