Company intelligence
Cerity Partners
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/.
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Signals from Cerity Partners
11 published signals
Research & Knowledge
Cerity Partners released an investment insight on the S&P 500 forward earnings and market performance.
Reported by Cerity Partners
Research & Knowledge
Cerity Partners was interviewed by Nikkei reporter Momoe Ban Braveman regarding Japanese Yen/Dollar movements at the end of the week.
Reported by Michael Ashley Schulman CFA
Presence & Recognition
Cerity Partners announced its first sports sponsorship with the Hall of Fame Open at the International Tennis Hall of Fame.
Reported by Cerity Partners
Presence & Recognition
Cerity Partners Partner and Chief Market Strategist James Lebenthal reflects on why the three pillars supporting markets remain intact heading into the final stretch of 2026.
Reported by Cerity Partners
Presence & Recognition
Cerity Partners hosted connections on Lake Anne in Reston at the Lake Anne Brewhouse, featuring local business owners and women leaders sharing and becoming better resources to one another.
Reported by Jenevieve J. Lenz, MBA
Strategy & Corporate Development
Cerity Partners begins year-end planning in the midst of supportive markets, a strong underlying economy, and continued geopolitical uncertainty as it rolls from Summer to Fall.
Reported by Matthew Kenaston
Presence & Recognition
Cerity Partners was quoted on ABC News, Fortune, The Washington Post, Boston Globe Media, Los Angeles Times, and Orange County Register regarding the economic impact of the U.S. and Israel launching their war against Iran.
Reported by Michael Ashley Schulman CFA
Presence & Recognition
Cerity Partners will be attending a mainstage panel moderated by Barron's Amey Stone on
Reported by Kurt Miscinski
Research & Knowledge
Cerity Partners released an updated weekly market insight focusing on Fed Chair Kevin Warsh's speech in Jackson Hole.
Reported by Cerity Partners
Presence & Recognition
Cerity Partners is attending an event featuring Jenny, Carlie, Abby, and Ashley sharing tips for women at all stages of their financial lives.
Reported by Paul Sommerstad
Research & Knowledge
Cerity Partners compiled answers to frequently asked questions about California’s proposed Billionaire Tax Act and key considerations families should evaluate.
Reported by Cerity Partners