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Cerity Partners Welcomes Lumina Financial Consultants

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

United statesBrian lauzonJeanie schwarzJim tenniesKurt miscinskiClaire okeefeCerity partners head of partner developmentIncap group incCerity partnersLumina financial consultantsSan francisco bayFinancial consultantsSincap groupManaging directorPartners presidentCerity partner

CERITY PARTNERS WELCOMES PERMIT CAPITAL ADVISORS

/PRNewswire/ Cerity Partners, one of the foremost independent wealth management firms in the U.S., announced today it is merging with Permit Capital.

United statesAdam landauMimi drakeKimberly crowleyClaire okeefeKurt miscinskiCerity partners head of corporate developmentPermit capital advisorsCerity partnersPartners presidentCapital advisorsCerity partners headCorporate developmentCo chief executive officerChief investment officerPermit capital advisor

Cerity Partners Merges with Boston-based Daintree Advisors, Expanding East Coast Presence

/PRNewswire/ Cerity Partners, one of the nation s premier independent wealth management firms, today announced it has merged with Boston-based Daintree.

United statesWhitney clarkClaire okeefeSam afari aikinsKurt miscinskiCerity partners head of corporate developmentDaintree advisorsNew englandCerity partnersPresident kurtClaireo keefeCerity partners headDaintree president samBanking amp financial servicesErgers and takeovers

Cerity Partners Merges with Boston-based Daintree Advisors, Expanding East Coast Presence

Press release content from PR Newswire. The AP news staff was not involved in its creation.

United statesDan seivertWhitney clarkClaire okeefeKurt miscinskiSam afari aikinsCerity partners head of corporate developmentBoston based daintreeCerity partnersEast coastDaintree advisorsNew englandPresident kurtClaireo keefeCerity partners headDaintree president sam

Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies

/PRNewswire/ Cerity Partners, one of the nation s premier independent wealth management firms, today announced it has merged with Houston-based Investec.

United statesJohn goottWhitney clarkClaire okeefeKurt miscinskiCerity partners head of corporate developmentInvestec wealth strategiesCerity partnersPresident kurtClaireo keefeCerity partners head

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