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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...