Xcout Intel
Cerity Partners
Cerity Partners provides comprehensive wealth management and financial advisory services. The company serves individuals, families, corporations, and institutions with solutions including financial planning, tax preparation, investment management, and retirement plan consulting.
Subscribe to see Cerity Partners’s full profile → the full roster, investors in every round, weekly hiring history and every corporate event
Cerity Partners at a glance
Cerity Partners is an asset management company headquartered in United States. Xcout tracks 43 named people at Cerity Partners, including Kurt Miscinski (Partner & Chief Executive Officer). Xcout recorded 117 job postings from Cerity Partners in the last 90 days, naming tools such as Salesforce, Claude, ChatGPT.
Cerity Partners leadership
- Kurt MiscinskiPartner & Chief Executive Officer
- Carol BenzPartner & Chief People Officer
- James LebenthalPartner & Chief Market Strategist
- Steve WilliamsPartner & Chief Client Officer
- Tara RyanPartner & Chief Marketing Officer
- Masha HodiPartner & Colleague Engagement Officer
37 more named people on record for Cerity Partners, with roles, board committees and tenure — see the full roster →
Hiring at Cerity Partners
Xcout recorded 117 job postings from Cerity Partners in the last 90 days, from a hiring record Xcout has kept since July 2026.
Tools named in Cerity Partners's job postings
The weekly hiring trend, the roles and locations behind it — see Cerity Partners's hiring signals →
Recent Cerity Partners news
- Leadership changeCerity Partners enters Oregon with $371m RIA deal - Citywire
Hiring vs the trend
Based on 86 job postings in the last 8 weeks (10 Aug – 4 Oct 2026), compared with 129 enterprise financial services companies.
This describes a hiring pattern — how often Cerity Partners’s job postings ask for AI skills, and how that changed against the previous 8 weeks, ranked among its peers. It says nothing about the company’s products or performance.
Signed-in members see the AI-skill share and its change with peer percentiles, role mix, posting momentum and advertised US pay against the market.
Cerity Partners competitors
A few of Cerity Partners's closest competitors — see the full list of competitors and alternatives →
Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.
Curi Capital provides wealth management, investment solutions, family office services, and retirement plan solutions for individuals and organizations. The firm offers tailored planning, investment management strategies including equity, fixed income, and alternatives, and fiduciary services.
TFO Wealth Partners provides wealth management, family office services, investment advisory and management, estate and tax planning coordination, and corporate retirement plan services. The firm serves high-net-worth individuals, families, and business owners.
Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.
Focus Financial Partners is a wealth-management partnership that provides capital, operational support, and business resources to independent registered investment advisors and other financial advisory firms. Its partner firms serve individuals, families, institutions, and businesses with investment management, financial planning, and related advisory services.
Cetera Financial Group is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support.
Get Cerity Partners's news by email
Funding rounds, acquisitions, new executives, launches and expansions, each with a two-line summary and a link to the source. One short email a day, only when there is news.
Free: up to 5 companies, daily. Subscribers also follow whole sectors and saved filters (M&A in Israel, AI funding…), get instant alerts, in-app notifications and signed webhooks, and open the full profile behind every name. Subscribe →
Share this card
Post the link and the card appears automatically — each network fetches the image itself.
More on Cerity Partners in Xcout Intel
- 43 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- 1 corporate event with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access