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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

Cerity Partners Expands Texas Presence Via Merger with Investec Wealth Strategies

HOUSTON, Feb. 22, 2022 /PRNewswire/ Cerity Partners, one of the nation s premier independent wealth management firms, today announced it has me.

United statesJohn goottSteve levittDan erichsonWhitney clarkClaire okeefeKurt miscinskiCerity partners head of corporate developmentHouston based investec wealthCerity partnersWealth strategiesPark sutton advisorsManaging directorInvestec wealth strategiesPresident kurtClaireo keefe

Cerity Partners adds $5 billion RIA in San Francisco

The addition of Bingham, Osborn & Scarborough will push Cerity Partners to nearly $40 billion in total RIA assets.

San franciscoUnited statesCarol benzKevin dorwinBingham osborn scarboroughDavid newsonKurt miscinskiNew york basedCerity partnersWest coastBingham osbornSan francisco basedKudu investment managementSilicon valleyBay area

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