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Cerity Partners Email Format

Cerity Partners Email Format

Financial Services
・
1,001-2,500 employees
・
New York, NY, USA

Cerity Partners is a wealth management firm that delivers objective financial advice to high-net-worth individuals, families, businesses, and nonprofit organizations across the United States.

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VERIFIED BY CLAY

firstinitiallast@ceritypartners.com

Company Overview

Industry
Financial Services
Founded
2009
Headquarters
New York, NY, USA
Revenue
$1B-$2.5B
FUNDING Stage
Private
Website
https://ceritypartners.com
Key Executives
Kurt Miscinski (Partner & Chief Executive Officer), Suk Shah (Partner & Chief Financial Officer), Robert Jeffers (Partner & Chief Operating Officer)

Tech Stack

Addepar

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Key Executives

Chief Executive Officer

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Chief Finance Officer

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Chief Operating Officer

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Chief Technology Officer

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Chief Marketing Officer

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Chairman

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4.9/5 on G2
40K+ GTM professionals
SOC 2 Type II certified

Frequently Asked Questions

What is the email format of Cerity Partners?

Cerity Partners uses the firstinitiallast format, so Jane Smith would be jsmith@ceritypartners.com.

What types of clients does Cerity Partners serve?

Cerity Partners serves high-net-worth individuals and families, businesses and their leadership teams, and nonprofit organizations, offering services ranging from wealth management and tax planning to retirement plan consulting and outsourced chief investment officer solutions.

How does Cerity Partners' Retirement Plan Consulting practice rank among peers in 2026?

Cerity Partners' Retirement Plan Consulting practice was ranked number 1 on Barron's 2026 Top 100 Institutional Consulting Teams list, reflecting the firm's standing in institutional advisory services.

What is the Cerity Partners OCIO service and who is it designed for?

Cerity Partners OCIO is an Outsourced Chief Investment Officer service designed for foundations, endowments, and other institutional clients, offering bespoke multi-asset portfolio construction and fiduciary oversight through a boutique practice that works with a limited number of clients.

Who leads Cerity Partners and how large is the firm?

Cerity Partners is led by Kurt Miscinski as Partner and Chief Executive Officer. The firm has approximately 1,545 employees across more than 60 offices throughout the United States. You can use Clay to find and verify contact details for specific Cerity Partners advisors or executives.

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