Cerity Partners, Sullivan & Serwitz merge operations
New York-based financial advisory firm Cerity Partners has combined business with Sullivan & Serwitz (S&S), a wealth manager headquartered in California.…
Cerity Partners
Cerity Partners, Karsten Advisors to combine operations
New York-based wealth manager Cerity Partners has merged with Texas-based peer Karsten Advisors. The merger marks Cerity Partners’s second such…
Cerity Partners and Blue Prairie Group agree on merger
Investment advisory firms Cerity Partners and Blue Prairie Group have agreed to join forces. The combined group will manage more…