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Oct 08, 2024, 12:00 ET Cerity Partners Welcomes SBC Wealth Management
Indianapolis-based SBC Wealth Management expands Cerity Partners' wealth management offerings for affluent individuals and businesses in the Midwest. The combination adds $1bn in AUM to Cerity Partners. NEW
More news about: Cerity Partners
Oct 03, 2024, 12:00 ET Cerity Partners Welcomes Janiczek Wealth Management
the region. The combinations together add approximately $1.4 billion in AUM to Cerity Partners. About Cerity Partners Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high and ultra-high-net-worth
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Sep 19, 2024, 09:30 ET Cerity Partners Welcomes Touchdown Ventures
Mullins provided legal counsel. Lowenstein Sandler served as legal counsel for Cerity Partners. About Cerity Partners Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high-net-worth individuals and
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Sep 09, 2024, 12:00 ET Cerity Partners Appoints Todd Cassler as First-Ever Chief Growth Officer
2024 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm in the U.S., announced today the appointment of Todd Cassler as the firm's inaugural Chief Growth Officer. In this role, Cassler will be responsible for driving Cerity Partners' growth strategy
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Aug 12, 2024, 09:00 ET EMPLOYERS® Workers' Compensation API Live on Dyad's ACE-HUB
Company, Employers Preferred Insurance Company, Employers Assurance Company, and Cerity Insurance Company, all rated A - (Excellent) by A.M. Best. Not all companies do business in all jurisdictions. EIG Services, Inc., and Cerity Services, Inc., are subsidiaries of Employers Holdings, Inc. EMPLOYERS®
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Jul 17, 2024, 10:00 ET Simply Business Partners with Employers® to Expand Workers' Compensation Offering for Small Business Customers
Company, and Cerity Insurance Company, all rated A - (Excellent) by A.M. Best. Not all companies do business in all jurisdictions. EIG Services, Inc., and Cerity Services, Inc., are subsidiaries of Employers Holdings, Inc. EMPLOYERS® is a registered trademark of EIG Services, Inc., and Cerity® is a registered
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Apr 08, 2024, 10:00 ET Cerity Partners Announces Combination with Agility to Offer Outsourced Chief Investment Officer Capability
addition of Denver-based Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, UHNW individuals, and family offices. Cerity Partners will manage approximately $100 billion
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Mar 18, 2024, 08:00 ET Genstar Promotes Matt McCabe and Dominic Martellaro To Director
the Industrials and Business Services Group at Credit Suisse. He serves as a member of the Board of Directors of Genstar portfolio companies Abracon, Cerity Partners, Inside Real Estate, Vector Solutions, Clarience Technologies, and Alera Group. He is a graduate of Loyola University
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Feb 27, 2024, 10:02 ET Liz Nesvold Joins Emigrant Bank as Vice Chair, Emigrant Partners as Chair
Bank has worked formally with Ms. Nesvold since 2017. In that year, Ms. Nesvold and her partners represented the Bank when it sold HPM Partners (now Cerity Partners) to Lightyear, and followed up that mandate with the sale of EP partner firm, Pathstone, to Lovell Minnick Partners. She also represented
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