WebJun 9, 2024 · Cerity, which is led by CEO Kurt Miscinski, specializes in advising wealthy individuals, families and retirement plans. Lightyear Capital invested in the firm’s … WebJun 13, 2024 · Cerity Partners, one of the premier independent wealth management firms in the U.S., announced today a recapitalization led by Genstar Capital, a leading private … Curious about learning more? Let’s talk. Tell us about yourself and your current …
PE Firm Genstar Reportedly Buying Majority Interest In Cerity …
WebOct 20, 2024 · Upon closing of the transaction, Allworth will become the fifth investment in wealth management by Lightyear’s affiliated investment funds, including successful realized investments in Cetera, Advisor Group, and Wealth Enhancement Group, as well as a current investment in Cerity Partners. Lightyear also has significant experience investing in ... WebMay 7, 2024 · Cerity Partners is expanding its ultra-high-net-worth footprint to Texas and Colorado. ... backed by a 50% equity stake from private equity firm Lightyear Capital, to expand into the Fort-Worth ... cleats schuhe
Lightyear Capital Agrees to Acquire Wren Sterling
WebDiscover Cerity Partners. Diverse solutions for diverse financial needs. One-on-one support and objective advice for every aspect of your financial life. 01 Individuals & Families 02 Businesses & Employees 03 Nonprofit Organizations Wealth Management > The financial lives of high-net-worth individuals are complicated. WebCerity Partners does all three. Insurance Planning & Risk Management >. Protect the life you and your family have worked so hard to build. We help you understand your current … WebThe collective experience and knowledge of more than 800 colleagues in 26 offices across every wealth management discipline position Cerity Partners to deliver on our commitment to positively impact the financial lives of our clients. … cleats sailing