Cerity Partners LLC
| Limited Liability Company | |
| ISIN | 🆔 |
| Industry | Financial Services |
| Predecessor | HPM Partners |
| Founded 📆 | 2009 |
| Founder 👔 | |
Area served 🗺️ | |
Key people | Kurt Miscinski, Partner, President and CEO |
| Members | |
Number of employees | More than 100 |
| 🌐 Website | ceritypartners |
| 📇 Address | |
| 📞 telephone | |
Cerity Partners is a national financial services firm that provides financial advice to individuals and their families, businesses and their employees, and nonprofit organizations.[1]
The company serves more than 2,250 private, business, and nonprofit clients; providing them with financial planners, investment professionals, tax advisors, retirement plan consultants and attorneys for their respective needs.[2][3][4][5]
History[edit]
The firm was founded in 2009 as HPM Partners by Kurt P. Miscinski and a group of veteran financial advisors with the capital support of Emigrant Bank. Lightyear Capital LLC acquired Emigrant Bank's interest in the firm in December 2017. HPM Partners changed its name to Cerity Partners in 2019.[6][7][8]
Awards and industry recognition[edit]
Financial Times has listed Cerity Partners as a “Top 300 Investment Advisor” for 2015,[9] 2016,[10] 2017[11] and 2018.[12] The firm was named a “Top 50 Wealth Manager” by Forbes in 2013[13] and #26 on the list of “Top 100 Wealth Managers” by Forbes in 2014.[14]
References[edit]
- ↑ "Company Overview". Bloomberg. Retrieved 25 March 2019.
- ↑ Sullivan, Paul (15 October 2013). "Advisers Go Extra Lengths to Keep Wealthy Clients". The New York Times. Retrieved 25 March 2019.
- ↑ Troy, Terry (1 February 2019). "Rebranding a Cleveland Business". Cleveland Magazine. Retrieved 25 March 2019.
- ↑ Allocca, Sean (9 January 2019). "Why a red-hot RIA channel may be bad for business: Q&A with Cerity Partners CEO Kurt Miscinski". Financial Planning. Retrieved 25 March 2019.
- ↑ Coyle, Thomas (18 January 2018). "Lightyear Strikes Again As Cerulli Warns Would-Be Sellers". Financial Advisor. Retrieved 25 March 2019.
- ↑ Nobile, Jeremy (8 January 2019). "Wealth manager HPM Partners rebrands as Cerity Partners". Crain's. Retrieved 25 March 2019.
- ↑ Benjamin, Jeff (16 January 2019). "Lightyear Capital takes 50% stake in $9 billion HPM Partners". Investment News. Retrieved 25 March 2019.
- ↑ "Investment and Wealth Management Firm HPM Partners Rebrands to Cerity Partners". Cision PR Newswire. Retrieved 25 March 2019.
- ↑ "Financial Times Reveals the Top 300 Independent Registered Investment Adviser Firms of 2015". Financial Times. 18 June 2015. Retrieved 25 March 2019.
- ↑ "FT 300" (PDF). Financial Times. 16 June 2016. Retrieved 25 March 2019.
- ↑ Fox, Loren. "FT 300: full 2017 list of top US registered investment advisers". Financial Times. Retrieved 25 March 2019.
- ↑ Fox, Loren (28 June 2018). "FT 300 — the list: the top US registered investment advisers 2018". Financial Times. Retrieved 25 March 2019.
- ↑ Touryalai, Halah (10 April 2013). "The Top 50 Wealth Managers". Forbes. Retrieved 25 March 2019.
- ↑ "Top 100 Wealth Managers". Forbes. Retrieved 25 March 2019.
External links[edit]
This article "Cerity Partners" is from Wikipedia. The list of its authors can be seen in its historical and/or the page Edithistory:Cerity Partners. Articles copied from Draft Namespace on Wikipedia could be seen on the Draft Namespace of Wikipedia and not main one.
