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Cerity Partners merges with UNHW-focused AJ Wealth

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

United States , New York , Sally Jenkins , Justyn Volesko , Kurt Miscinski , Goldman Sach , Andrew Cooper , Cerity Partners , Cerity Partner , Global Advisors , Georgia Based Day , Sportswriter Sally Jenkins ,

Mercer Global adds $400 million in first deal since latest recapitalization

Mercer Global Advisors has acquired Macon, Georgia-based Day & Ennis, a registered investment advisor with $400 million under management. ....

United States , John Day , David Barton , Mercer Global Advisors , Georgia Based Day ,