Meet Our Leadership Team
The Visionaries Driving Excellence Across Cerity Partners' Practices
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Kurt Miscinski
President & CEO - Cerity Partners
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Masha Hodi
Chief Experience Officer @ Cerity Partners | Organizational Builder, Passionate Data Nerd, Culture Believer
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Suk Shah
Chief Financial Officer | Board Member | Advisor | Investor
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Claire O'Keefe
Partner & Head of Partner Development, Cerity Partners
Who We Are
Cerity Partners is a national wealth management and investment advisory firm that provides comprehensive financial advice and oversight to high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations.
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Our name reflects our commitment to enhancing the financial well-being of individuals, families, businesses, employees, and nonprofits through objective advice. We’ve assembled a team of experts – financial planners, investment professionals, tax advisors, retirement plan consultants, and attorneys – dedicated to helping clients achieve their goals. We continually seek opportunities to expand our firm’s capabilities to meet evolving client needs and provide diverse perspectives and insights.
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