We’re proud to unveil our new Cerity Partners University (CPU) training center in our Louisville office! The state-of-the-art training center reflects our commitment to investing in our colleagues' growth, fostering workforce development, and supporting the local community. Read more about how CPU is enhancing learning and development opportunities for our colleagues: https://lnkd.in/g3Zu7ppW Andrew Wolfgang Jason Waters, CFP?
Cerity Partners
金融服务
New York，NY 27,313 位关注者
All the experts. One point of contact. Objective financial advice. Tailored to you.
关于我们
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/.
- 网站
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https://www.ceritypartners.com
Cerity Partners的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- New York，NY
- 类型
- 私人持股
- 领域
- Investment Advisory、Wealth Planning、Tax Advisory、Retirement Plan Services、Private Capital Finance、Business Advisory Services、Financial Wellness、Wellness Coaching、Retirement Plan Advisory、Executive Financial Counseling、Financial Planning和Executive Financial Planning
地点
Cerity Partners员工
动态
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How might the recent election results impact the market and economy? In this insightful discussion, colleagues James Lebenthal, Michelle Soto, CFP?, CDFA?, and Paul Chmielewski unpack the key issues, from Social Security to tax policy. Watch the preview now, and stay tuned for the full webinar presentation later this week. #ElectionResults #MarketInsights #CerityPartners
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Another memorable evening at the National Academy of Human Resources (NAHR) dinner. Many thanks to Jill B. Smart and the NAHR team for their dedication to the HR Community. We look forward to supporting their impactful work in the coming years. Eric Purdy Michael Barry Adam Hills
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Katie Pfeifer, CFP?, Head of Workplace Solutions, shares her insights in WorkLife’s latest article on open enrollment. Katie discusses how HR teams can simplify benefits and boost engagement through workshops and webinars, helping employees better understand the value of options like NQDC plans and HSAs for long-term financial health. ?Read more on Katie’s valuable perspective: https://lnkd.in/gHehqUPd #OpenEnrollment #EmployeeBenefits #CerityPartners
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We are thrilled to announce that Cerity Partners OCIO has been selected by Chief Investment Officer as an OCIO Award finalist for their 2024 Industry Innovation Awards. We are incredibly proud of our team's hard work and dedication, and we are honored to be recognized among other top firms in the industry.? At Cerity Partners, we strive to provide innovative solutions and exceptional service to our clients, and this nomination is a testament to our team's commitment to excellence. Congratulations to all the finalists.
Chief Investment Officer is celebrating those asset owners, asset management firms and consultants that have thrived and been incredible leaders, even as markets have been volatile, and inflation and rates are in flux. We are pleased to announce the finalists for the 2024 Industry Innovation Awards - Asset Management and Servicing. https://bit.ly/487gRbX #CIOIndustryInnovationAwards #assetmanagers #investmentserviceproviders
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This Veterans Day, we honor the courage, sacrifice and commitment of the brave men and women who have served our country. At Cerity Partners, we are proud to support veterans and their families. Thank you for your service, today and every day. #veteransday #thankyouveterans
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Explore our November 2024 Outlook for insights on inflation, labor markets, and the impact of recent political developments on the economy. Stay informed on potential investment opportunities and risks. #EconomicOutlook #MarketTrends #InvestmentInsights https://lnkd.in/gCPWn4Gt
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How might the market react to the 2024 election results? Our latest Insight explores the potential implications for equities, fixed income, and inflation. Read it here: https://lnkd.in/gtjUw4Qj #2024Election
2024 Election: Initial Market Reactions | Cerity Partners
https://ceritypartners.com
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Please join Cerity Partners colleagues, Chief Equity Strategist James Lebenthal, Michelle Soto, CFP?, CDFA?, and Paul Chmielewski, for an informative roundtable discussion and analysis regarding potential changes to the federal estate tax exemption, the impact on markets and investing, income tax rates, and inflation and the economic climate. Register today: https://lnkd.in/gN8mikMU
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Elections can stir financial uncertainty. Michelle Soto, CFP?, CDFA?, and other Cerity Partners specialists explain how to keep your financial plan on course. Discover more in our article: Don’t Panic About the Election—Do This Instead. https://lnkd.in/evDvRmhq
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