Cerity Partners
Financial Services
New York, Ny, United States
1.28K employees
- Employees
- 1.28K
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Cerity Partners Overview
- Headquarters
- New York, Ny, United States
- Phone Number
- Available in AeroLeads
- Website
- ceritypartners.com
- Industry
- Financial Services
- Employees
- 1.28K
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Cerity Partners
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/.
Cerity Partners Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 1
- 25.0% coverage
Cerity Partners Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Michelle Soto, Cfp®, Cdfa® | Partner at Cerity Partners | Redwood City, California, United States |
Email
Phone
|
| Craig Burger, Cfa | Los Angeles, California, United States |
Email
|
|
| Darren Myers | Denver, Colorado, United States |
Email
|
|
| Florence Bray |
View
|
Employees by Management Level
Individual contributor
29 profiles
Senior / Lead
8 profiles
Manager
6 profiles
Associate / junior
3 profiles
Executive
2 profiles
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Executive | 7 | 7 | 4 |
| General | 6 | 6 | 0 |
| Finance | 5 | 5 | 2 |
| Legal | 5 | 5 | 2 |
| IT | 5 | 5 | 1 |
| Operations | 5 | 5 | 1 |
Cerity Partners Tech Stack
Data / AI
3 profiles
Engineering
3 profiles
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