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:
  • Early Phase
  • Lightyear Capital Investment Phase
  • Acquisitions Phase
Its profile includes the key statistics of Cerity Partners, including its number of offices, employees, & assets under management.

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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