Cerity Partners:
A Leading Nationwide Independent Advisor Focused on Executive Counseling
Recently Released!!!
Date Published: August 23, 2021
Summary PowerPoint Deck: 23 Slides
Reference PowerPoint Deck: 56 Slides
Cerity Partners was founded as HPM Partners by Howard Milstein & Kurt Miscinski in 2009. The firm is based in New York, NY. Cerity Partners has thirteen offices, 250 employees, 6,000 clients, & $31.0 billion assets under management. Cerity Partners is led by its CEO Kurt Miscinski & Chief Operating Officer Kevin Hilden. Cerity Partners is privately owned. Its web site can be found at www.ceritypartners.com
This research addresses the key historical phases of Cerity Partners, including:
Its profile includes detailed outlines of its core services, including:
Date Published: August 23, 2021
Summary PowerPoint Deck: 23 Slides
Reference PowerPoint Deck: 56 Slides
Cerity Partners was founded as HPM Partners by Howard Milstein & Kurt Miscinski in 2009. The firm is based in New York, NY. Cerity Partners has thirteen offices, 250 employees, 6,000 clients, & $31.0 billion assets under management. Cerity Partners is led by its CEO Kurt Miscinski & Chief Operating Officer Kevin Hilden. Cerity Partners is privately owned. Its web site can be found at www.ceritypartners.com
This research addresses the key historical phases of Cerity Partners, including:
- Early Phase
- Lightyear Capital Investment Phase
- Acquisitions Phase
Its profile includes detailed outlines of its core services, including:
- Individuals & Families
- Businesses & Institutions
- Nonprofit Organizations
And its profile concludes with the highlights of its organizational structure & ownership.
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
