Cerity Partners provides wealth management services, focusing on financial planning, investment solutions, estate and gift planning, and risk management.

Cerity Partners

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Partner and Chief Investment Officer

Benjamin Pace

Partner & Chief People Officer

Carol Benz

Partner and Chief Financial Officer

Chris Curtis

Chief Digital Officer | Chief Marketing Officer | Partner

David Newson

Chief Operating Officer

Kevin Hilden

Owner

Kurt Brouwer

President & CEO

Kurt Miscinski

Larry Sussman

Marianne Ames

Chief Administrative Officer

Masha Hodi

Jill B. Smart

Matthew Burns

Executive Administrative Assistant, Office Manager

Sam Bain

Partner & Market Leader

Jon Yankee

Kevin Dorwin

Partner and Market Leader

Todd Cassler

Partner & CGO

United States Companies that Exited (Top 10K)

Acquired Greater New York Area Companies

City of New York Acquired Companies With More Than 50 Employees

New York Companies With More Than $10M in Revenue (Top 10K)

Cerity Partners is a national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.

Audax Private Debt

Debt Financing - Cerity Partners

New York

United States

North America

Cerity Partners Welcomes Janiczek Wealth Management

Cerity Partners Welcomes Touchdown Ventures

Cerity Partners Appoints Todd Cassler as First-Ever Chief Growth Officer

Cerity Partners to invest nearly $4 million to renovate Louisville office, enhance training capabilities

Cerity Partners merges in $15bn OCIO biz from Perella Weinberg Partners

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news impact assignment basic	general
public peers	general	Sep 25, 2024 9:23 PM	f985fe36
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news processing basic	general	Sep 26, 2024 4:27 AM	d2de031d
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signals	general	Sep 25, 2024 9:23 PM	6dd18273
crunchbase trigger	general	Oct 31, 2024 9:55 AM	b10df840
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translate crunchbase fundingrounds	general	Nov 6, 2024 3:12 PM	e4f8b33b
peers	general	Sep 25, 2024 9:23 PM	7f5f6ef7
news basic	general	Sep 25, 2024 9:23 PM	d0c40035
bundesanzeiger	filings
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financials download nd	financials
private financials	financials

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Cerity Partners