We're thrilled to spotlight another accomplishment within our team by introducing our new Partner: Anthony Basalla. With unparalleled dedication and expertise, Tony has exemplified excellence in his journey to partnership. https://lnkd.in/ejC3Nsh9
Cerity Partners
Financial Services
New York, NY 25,024 followers
All the experts. One point of contact. Objective financial advice. Tailored to you.
About us
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/.
- Website
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http://www.ceritypartners.com
External link for Cerity Partners
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- New York, NY
- Type
- Privately Held
- Specialties
- Investment Advisory, Wealth Planning, Tax Advisory, Retirement Plan Services, Private Capital Finance, Business Advisory Services, Financial Wellness, Wellness Coaching, Retirement Plan Advisory, Executive Financial Counseling, Financial Planning, and Executive Financial Planning
Locations
Employees at Cerity Partners
Updates
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Discover how offering financial planning as a workplace benefit can give your organization a competitive edge in attracting and retaining top talent. Download the full guide here: https://lnkd.in/dtNR9cnb #FinancialPlanning #EmployeeBenefits #TalentRetention #WorkplaceWellness #HRStrategy
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Read the latest from the Cerity Partners Investment Office to learn more about significant economic and market developments happening this week. https://lnkd.in/gYZ2P_c7
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Due to vesting schedules, your 401(k) match might not be yours immediately. Understanding these terms is crucial for maximizing your benefits. Jim Trujillo, CFP® PPC® shares key insights in the recent MarketWatch article highlighting the importance of strategic vesting schedules for talent retention. Learn more: https://lnkd.in/eAwiFAin #financialliteracymonth #financialplanning
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Spotlight on Achievement: Meet Our Newly Promoted Partners! We are honored to introduce Matt McGinn as one of our new Partners. During his tenure, Matt has played a crucial role in developing, expanding, and strengthening our corporate and private client relationships. Please join us in congratulating Matt on his exceptional achievements and well-deserved promotion. https://lnkd.in/dWB4VRHh
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We're thrilled to announce that Cerity Partners has been recognized by the San Francisco Business Times as one of the Largest Wealth Management Firms in the Bay Area! This recognition is a testament to our team's dedication to providing exceptional service and personalized wealth management solutions to our clients. We're honored to be among the top firms in the region, and we couldn't have achieved this without the trust and support of our clients and community. Read more here: https://lnkd.in/eMGaB2u3
Largest Wealth Management Firms in the Bay Area - San Francisco Business Times
bizjournals.com
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Missed our Q2 2024 Economic and Market Outlook Webinar? The recording is now available! https://lnkd.in/e-spC2pJ Join the Investment Office for our current thinking on financial markets as we navigate resilient economic growth, sticky inflation, and an uncertain path for interest rates. #EconomicForecast #MarketInsights
Q2 2024 Economic and Market Outlook | Cerity Partners
https://ceritypartners.com
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Read the latest from the Cerity Partners Investment Office to learn more about significant economic and market developments happening this week. https://lnkd.in/gYZ2P_c7 #MarketVolatility #EquityMarkets #FederalReserve
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Spotlight on Achievement: Meet Our Newly Promoted Partners! We are very excited to highlight the accomplishments of Samuel Martin, our recently promoted Partner. Sam has played a pivotal role in developing our Retirement Plan Advisory practice and has achieved remarkable success as an advisor to plan sponsors along the way. Join us in celebrating Sam's well-deserved promotion and continued contributions to our team! https://lnkd.in/euPkXShG
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Last week, colleagues from our Chicago Office hosted a successful event for business owners, market leaders, and entrepreneurs at the University Club of Chicago. It was a great opportunity for guests to network, and learn from our panelists – Brett Dearing CEPA, CMAA, Gary Silverman, and Anand Christopher – about growth strategies, exit planning, personal wealth management, and more. Connect with us to learn more about how we can help your business. A special thank you to the Kellogg Alumni Club of Chicago, Michigan Ross Alumni Club of Chicago, and the Chicago Booth Alumni Club of Chicago for your participation in our event!
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