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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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firstinitiallast@ceritypartners.com
Company Overview
Industry
Financial Services
Founded
2009
Headquarters
New York, NY, USA
Revenue
$1B-$2.5B
FUNDING Stage
Private
Website
Key Executives
Kurt Miscinski (Partner & Chief Executive Officer), Suk Shah (Partner & Chief Financial Officer), Robert Jeffers (Partner & Chief Operating Officer)
Tech Stack
Key Executives
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 on ceritypartners.com, 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 employees, and nonprofit organizations, offering services spanning wealth management, tax planning, investment solutions, and retirement plan consulting.
How does Cerity Partners' Executive Financial Counseling service work for corporate clients?
Cerity Partners provides Executive Financial Counseling as part of its Corporations segment, delivering personalized financial guidance to corporate executives as an employer-sponsored benefit, covering areas like financial planning, tax strategy, and investment management.
Does Cerity Partners offer an Outsourced Chief Investment Officer service for institutions?
Yes, Cerity Partners offers an OCIO service through its Cerity Partners OCIO division, providing investment oversight and portfolio management for nonprofit organizations and other institutional clients that prefer to outsource their investment function.
How can I find and verify a specific Cerity Partners advisor's contact information?
You can use a tool like Clay to look up and verify individual Cerity Partners advisor contact details, including email addresses built on the firstinitiallast format, to make sure your outreach reaches the right person with 1,545 professionals across the firm.
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4.9 rating