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