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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
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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
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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
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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
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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
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May 29, 2025, 10:53 ET Cerity Partners Expands to Arizona Welcoming Chad Wing and Dustin Brutton
Katz, Teller, Brant & Hild, L.P.A. provided legal counsel. Lowenstein Sandler LLP provided legal counsel for Cerity Partners. About Cerity PartnersFounded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high- and ultra-high-net-worth
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Apr 03, 2025, 11:05 ET Cerity Partners Welcomes Cook Wealth
2025 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it has merged with Cook Wealth, a Raleigh-based wealth management firm. This partnership will expand Cerity Partners' integrated wealth advisory
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Apr 01, 2025, 10:51 ET Cerity Partners Welcomes West Coast Financial
2025 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today that it is merging with West Coast Financial, a financial advisory firm headquartered in Santa Barbara. This partnership will enhance Cerity Partners' financial
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Jan 09, 2025, 10:00 ET Cerity Partners Welcomes Prio Wealth
The addition of Prio Wealth will deepen Cerity Partners' wealth management offerings for private and corporate clientele across the Boston metropolitan area. The merger adds $4.1B in AUM to Cerity Partners.
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Dec 17, 2024, 10:05 ET Republic Capital Group Advises Fishman Block + Diamond, LLP on Combination with Cerity Partners
industry, is pleased to have served as exclusive investment banking advisor to Fishman Block + Diamond LLP ("FBD") on its acquisition by Cerity Partners ("Cerity").
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Dec 17, 2024, 10:00 ET Cerity Partners Welcomes Fishman Block + Diamond, LLP
This partnership will deepen Cerity Partners' tax offerings, while providing high-net worth clientele with an expanded suite of tax, family office and business management capabilities. Upon close, FBD will become Fishman Block + Diamond, by Cerity Partners.
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