Investor directory

Cerity Partners

Cerity Partners is a national independent financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from its offices across the country.

Top Stages

Acquisition
http://www.hpmpartners.com
https://ceritypartners.com
https://crunchbase.com/organization/cerity-partners
https://linkedin.com/company/cerity-partners
https://pitchbook.com/profiles/advisor/54715-33
https://twitter.com/ceritypartners
https://www.capitaliq.com/CIQDotNet/company.aspx?companyId=214226023

Anthony Decello JD

Partner

Lorraine George-Harik

Co-Founder and Partner

Matthew Heckler JD

Principal

Kevin Hilden

Partner, COO and Member of the Leadership Team

Kurt Miscinski

President and CEO

Douglas Nardi

Co-Founder, Founding Partner, Partner, Leader of the Asset Allocation Sub-Committee and Member of Investment Committee

Stephen Nielander

Partner, Taxable Fixed Income Asset Class Specialist and Member of the Investment Committee and Asset Allocation Sub-Committee

Steven Schoneman

Partner

2 past transactions

Algonquin Advisors LLC

Acquisition in 2020
Algonquin Advisors is an independent employee-owned registered investment advisor located in Greenwich, CT.

Worldview Wealth Advisors

Acquisition in 2020
Worldview Wealth Advisors is an independent firm offers Financial planning and investment advice for global families in the U.S. and abroad.
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