Cerity Partners

Q: What is Cerity Partners's company size?

Cerity partners has 1001 - 5000 people working.

Financial Services

Specialities :

Investment advisory

Wealth planning

Tax advisory

Retirement plan services

Private capital finance

Revenue

101M - 500M

Total Funding

Size

1001 - 5000

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 clients 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 resp...

Contact Information

New York , New York , United States

info@hpmpartners.com

ceritypartners.com

Cerity Partners Org Chart

Cerity Partners

(Financial Services)

1001 - 5000

Kurt Miscinski

President & CEO

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Stefan Ludlow

Chief Technology Officer

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Employees

Total Employees:
811

Top Contacts:
8

C-Level 0	VP - Level1
Director-	Manager7
Others845

Employees Working At Cerity Partners

Suk Shah

Partner Chief Financial Officer

Carolyn ONeill

Director of Client Experience

Connor Powell

Principal Director of Business Intelligence

Jaimie Sander

Director of Talent Acquisition

John Hyman

Partner Director of Investment Management

Cerity Partners Email Formats

Structure	Email Format
<f><last>@	Smith@hpmpartners.com
<first><last>@	JohnSmith@hpmpartners.com
<first><l>@	John@hpmpartners.com
<first>.<last>@	John.Smith@hpmpartners.com
<first>@	John@hpmpartners.com

Buyer Intent

Pain Points	Locations	Technologies
Account Payable	Austin, TX	communication, integrity, hoc, financial, collaboration, data analysis, client service
Account Payable	Bardstown, KY	communication, integrity, financial, collaboration, client service
Account Payable	Boston, MA	communication, integrity, financial, compliance, collaboration, risk, data management, continuous improvement, networking
Account Payable	Chicago, IL	communication, integrity, financial, collaboration, payment, continuous improvement, operations
Account Payable	Cincinnati, OH	financial, collaboration, communication, integrity

Trigger

intent

Cerity Partners looking to hire in Account Receivable in Los Angeles Metropolitan Area

intent Jan 08, 2025 Jan 08, 2025

intent

Cerity Partners looking to hire in Account Receivable in Louisville, KY

intent Jan 08, 2025 Jan 08, 2025

intent

Cerity Partners looking to hire in Account Receivable in Fort Worth, TX

intent Jan 08, 2025 Jan 08, 2025

Tech Stack Used By Cerity Partners

A quick view of products employed by Cerity Partners

Amazon connect

Collaborator

Drip

Sage intacct

Salesforce

List of technologies used by Cerity Partners

Agile

Acceptance testing

Accessibility

Active directory

Analytics

Languages Used By Cerity Partners

Basic C E Fl Hoc Javascript Natural Python Sql V

OS Used By Cerity Partners

Cross-platform Integrity Linux Scope Spring

Jobs at Cerity Partners

Hiring 2024-01-07 09:51:16

Associate Financial Advisor

Midland, TX

Do you have a passion for using your financial planning skills to impact lives? Are you motivated...

Hiring 2024-08-07 15:48:58

Financial Accountant

New York, NY

Client Service AssociateAre you someone with impeccable attention to detail, who thrives in a fas...

Hiring 2024-07-28 21:49:33

Project Manager - Operations Analyst

United States

As a member of the operations team your responsibilities would include the following activities: ...

Hiring 2024-08-09 15:51:22

Senior Tax Associate | Wealth Management

Sharonville, OH

We are seeking a team player with a positive attitude and the highest level of personal integrity...

Hiring 2024-07-26 21:50:02

Family Office Tax Senior Associate/Principal

New York, NY

Are you someone with impeccable attention to detail, who thrives in the rule-oriented world of ac...

Hiring 2024-08-18 03:35:40

Financial Advisor| Wealth Management

Lexington, KY

Primary ResponsibilitiesAre you passionate about using your financial planning skills to make a r...

Hiring 2024-08-09 15:51:22

Senior Tax Associate | Wealth Management

Sharonville, OH

We are seeking a team player with a positive attitude and the highest level of personal integrity...

Hiring 2024-08-17 21:48:13

Office Administrator

United States

Do you aspire to a career in wealth management, providing holistic investment and planning servic...

Frequently Asked Questions About Cerity Partners

What does Cerity partners do?+

What are Cerity partners's 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