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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 states
Chris bittman
Gina sasso
Davis polk
Kurt miscinski
Firm agility
Family office services
Cerity partners
Perella weinberg partners capital management
Validus capital
Mariner wealth affiliated adviceperiod
Alti global
Going public
Partners hits
Lightyear capital
Genstar capital
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