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RIA Roundup: Cerity Hits $100B with Denver-based OCIO Firm Agility

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.

United statesChris bittmanGina sassoDavis polkKurt miscinskiFirm agilityFamily office servicesCerity partnersPerella weinberg partners capital managementValidus capitalMariner wealth affiliated adviceperiodAlti globalGoing publicPartners hitsLightyear capitalGenstar capital

Cerity Partners Merges with Agility in OCIO Push | Chief Investment Officer

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

United statesKurt miscinskiInstitutional advisory servicesCerity partnersPerella weinberg partners capital management

Cerity Partners strikes upper-high-net-worth deal

Cerity Partners strikes upper-high-net-worth deal
investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.

United statesChris bittmanKurt miscinskiMorgan stanley shalettDenver based agilityCerity partnerPerella weinberg partners capital managementCerity partnersMorgan stanley

Executives Want Financial Counseling Here s Where They Can Find It

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…

Kurt miscinskiCerity partnersReaking news

Barron s 2023 Top Independent Financial Advisors Ranking: An Advisor to Top Executives

Barron s 2023 Top Independent Financial Advisors Ranking: An Advisor to Top Executives
barrons.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from barrons.com Daily Mail and Mail on Sunday newspapers.

Kurt miscinskiCerity partners

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