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Cerity Partners Hires Jeffrey LeSage to Augment In-House Tax Talent

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

New yorkUnited statesJeffrey lesageKurt miscinskiBig fourBrandon kawalJohn orsiniConvalt energyInvestment groupArthur andersenNew york city basedBig fiveGrowth strategies principal brandon kawalGenstar capital

Cerity Partners Welcomes Jeffrey C LeSage

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

Jeffreyc lesageDavid newsonKurt miscinskiUniversity provost boardArthur andersenVillanova universityMarfan foundationCommittee memberBoard of directors convalt energyNational managing partnerCerity partnersAmericas vice chairmanExecutive committeeChief talent officerExecutive committee memberConvalt energy

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 Adds $2 5B AJ Wealth

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

New yorkUnited statesJustyn voleskoGoldman sachKurt miscinskiAndrew cooperDan erichsonCerity partnersNew york cityCerity partnerPark sutton advisors

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 statesNew yorkSally jenkinsJustyn voleskoKurt miscinskiGoldman sachAndrew cooperCerity partnersCerity partnerGlobal advisorsGeorgia based daySportswriter sally jenkins

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