Latest news with #KurtMiscinski
CBS News
21-07-2025
- Business
- CBS News
Cerity Partners Unifies Financial Services, Delivering Smarter Wealth Management
This content was provided by Acumen Media for Cerity Partners. This advertiser content was paid for and created by Acumen. Neither CBS News nor CBS News Brand Studio, the brand marketing arm of CBS News, were involved in the creation of this content. By combining independent advice with a full spectrum of wealth management services, Cerity Partners is helping clients turn complexity into opportunity. Under the leadership of partner, president and CEO Kurt Miscinski, Cerity Partners is tackling a longstanding challenge in the industry: how to provide truly comprehensive and coordinated financial guidance to a wide range of clients—from high-net-worth individuals and families to corporations and nonprofit organizations—with a level of alignment, objectivity and service integration that sets them apart from many traditional wealth management firms. "We exist to enhance the financial well-being of our clients, our colleagues and our communities," said Miscinski. "That requires more than just financial expertise; it requires long-term vision." Instead of the fragmented approach many clients endure, often involving several disconnected service providers, Cerity Partners offers a unified team that collaborates on almost every aspect of a client's financial life. For individuals and families, the firm's service model covers investment management, retirement planning, estate and gift planning, tax planning and preparation, and insurance and risk management. The firm also provides a full complement of services for corporations, including corporate venture capital solutions, retirement plan consulting, financial planning benefits for employees and change management support. Cerity Partners has an outsourced chief investment officer (OCIO) practice providing premier institutions with effective fiduciary oversight and investment expertise. This broad and integrated offering, commitment to fiduciary standards, as the Cerity Partners name was inspired by the word "sincerity" and exceptional personalized service have gained the attention and respect of some of the industry's most discerning and knowledgeable people. According to a 2024 Lippincott brand survey, Cerity Partners boasts an almost unheard-of Net Promoter Score (NPS) of 72 among its high-net-worth clients. The firm has capitalized on its recipe for success, growing to $124 billion in assets under management (AUM) as of May 2025 through organic development and strategic mergers, enabling it to scale and expand its range of financial services and specialists without losing its client-centric approach. "We've been building a firm that will endure the test of time, a firm that's not only strong today but one that's built for future generations," Miscinski said. Central to that strategy is the firm's investment in people and tools. Through Cerity Partners University, advisors receive ongoing training, while colleagues are equipped with advanced technology to serve clients better. "Every day I wake up excited by the work we do, the colleagues I collaborate with and the impact we make," said Claire O'Keefe, a partner at the firm. That steadfast commitment to impact is key to Miscinski's vision for Cerity Partners' future. In an industry often driven by quarterly results, the CEO is building a 100-year firm by hewing closely to its mission. "Ultimately, we're here to empower clients to live with greater clarity, confidence and purpose," he said. "Together, we're building something enduring."
Associated Press
14-07-2025
- Business
- Associated Press
Cerity Partners launches documentary on CBS
The firm's comprehensive, independent approach offers smarter wealth management for individuals, families, businesses, and nonprofits. 'Instead of handing clients off to separate specialists, we bring all the pieces of their financial lives together under one roof'— Kathryn Kennedy, a Partner at the firm NEW YORK CITY, NY, UNITED STATES, July 14, 2025 / / -- Cerity Partners, one of the nation's leading independent wealth management firms, has released a new brand video spotlighting its mission: to simplify and unify every aspect of clients' financial lives. The video highlights the firm's commitment to providing wealth management beyond investments, including coordinated guidance across tax, estate, insurance, retirement, and business planning through a personalized, advisor-led approach. As Kurt Miscinski, Partner, President & CEO of Cerity Partners explains in the video, 'Our clients are on a financial journey, and it's our job to support them every step of the way. We've been building a firm that will stand the test of time—one that serves today's clients and generations to come.' Founded in 2009, Cerity Partners has grown to manage $124 billion in client assets as of May 2025. The firm's rapid growth has been driven by a commitment to service excellence, fiduciary standards, and deep investment in both talent and technology, including Cerity Partners University, an internal training platform that equips colleagues to better serve clients. 'What we do here at Cerity Partners is really bring it all together. Instead of handing clients off to separate specialists, we bring all the pieces of their financial lives together under one roof,' said Kathryn Kennedy, a Partner at the firm. 'That integration allows us to better understand their goals and provide guidance that's aligned, thoughtful, and meaningful.' This long-term, integrated approach reflects Miscinski's broader vision for Cerity Partners: to build a firm with the stability, scale, and values to support clients and their legacies. 'Ultimately, we're here to empower clients to live with greater clarity, confidence, and purpose,' he said. 'Together, we're building something lasting.' Watch the Campaign Live on CBS here. About Cerity Partners Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Visit to learn more. Claudia Gahan Acumen Media +44 20 3553 3664 email us here Legal Disclaimer: EIN Presswire provides this news content 'as is' without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
