Cerity Partners - Company Information

Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. we serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. our advice, comprehensive oversight and fiduciary duties extend well beyond investments. we bring together all the experts necessary to address the various facets of a client's financial life, including attorneys, tax advisors, financial planners and investment professionals. this approach to advice and service along with our private partnership business model have made us one of the premier investment advisers in the country, and a desired home for talented and passionate financial advisors who seek to serve clients the proper way. https://ceritypartners.com/award-disclosures cerity partners llc reserves the right, to the extent permitted under applicable law, to retain and,monitor all electronic communications. cerity partners llc is not responsible for content posted by third-parties, and does not accept any endorsement, recommendation, or like statement made by third-parties. third-party content shared, liked, or commented on by cerity partners llc should not be construed as a recommendation of any kind, and is deemed reliable but not guaranteed as to its value, accuracy, or suitability with respect to any person. statements and messages are subject to the following terms: https://ceritypartners.com/terms-and-conditions/.

Financial Services

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Headquarters

United StatesNew YorkNew York
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LinkedIn

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Company size

501+
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Stock symbol

N/A
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Website

ceritypartners.com
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Type

Private

Cerity Partners - Technology Stack

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Materialize

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Employee profile

John Doe Avatar

John Doe

CEO

Samantha Duncan Avatar

Samantha Duncan

CTO

Gary Austin Avatar

Gary Austin

MD

Jonathan Shaw Avatar

Jonathan Shaw

CMD

Janice May Avatar

Janice May

MD

Janet McDonald Avatar

Janet McDonald

CFO

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