Kurt Miscinski News Today

Plus, a Los Angeles firm serving the ultra-wealthy taps a CPA from AdvicePeriod to manage multi-family office services and other reported news of the week.

After the deal closes, Agility will be called Cerity Partners OCIO

Cerity Partners CEO and founder Kurt Miscinski says his firm has found a steady stream of new clients through its workplace benefits business, which provides…

Cerity Partners taps KPMG tax veteran to source new talent, with a focus on adding CPA professionals, and contribute to international expansion efforts.

Cerity Partners, a leading national wealth management firm, announced the appointment of Jeffrey C. LeSage, the former Americas Vice Chairman of K...

/PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today it is merging with Lumina Financial Consultants, a...

Cerity has acquired an NYC-based firm with experience serving PE, hedge fund and venture capital partners.

Cerity Partners announced a merger with AJ Wealth, a New York firm focusing on investment management for ultra-high-net-worth families.

/PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today it is merging with New York City-based AJ Wealth, a...

In the second week of 2023, RIA M&A announcements abound with deals from Cerity Partners, Captrust and Mercer, among others.