What departments does Cerity Partners have?

Cerity Partners has employees across 4 departments including Entrepreneurship, Legal, Operations, Finance.

What is the largest department at Cerity Partners?

The largest department at Cerity Partners is Entrepreneurship with 3 employees.

Where are Cerity Partners employees located globally?

Cerity Partners has employees across 5 continents and 12 countries including Egypt, Indonesia, Malaysia, Israel, Pakistan.

How has Cerity Partners's team size changed over time?

Cerity Partners's team has grown from approximately 1.1K to 1.2K employees based on available data.

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Cerity Partners Employee Directory

Financial ServicesNew York, United States1001-5000 Employees

Cerity Partners operates in financial services, delivering holistic financial advisory services. It serves high-net-worth individuals and their families, business owners and their employees, and nonprofit organizations. The firm provides objective financial guidance and comprehensive oversight that extends beyond investments, rooted in fiduciary duties. It brings together a multidisciplinary team of attorneys, tax advisors, financial planners, and investment professionals to address all facets of a client's financial life.

The firm relies on a private partnership model and an integrated advisory approach, which collectively position it as a recognized independent wealth management firm in the United States. Based in New York City, New York, Cerity Partners expanded its footprint in June 2026 through a merger with Wealth Strategists, LLP, extending its California practice into El Segundo.

Cerity Partners Global Highlights

North America
1.6K

United States Of America
1.6K
Canada
1

Europe
7

United Kingdom Of Great Britain And Northern Ireland
3
France
2
Netherlands
1
Spain
1

Asia
5

Indonesia
2
Malaysia
1
Israel
1
Pakistan
1

Africa
1

Egypt
1

South America
1

Peru
1

Cerity Partners's Leadership

J. R.
Chief Executive Officer
Mobile Phone
Email
J. P.
Chief Compliance Officer
Mobile Phone
Email
M. O.
Chief Financial Officer, Chief Operating Officer, Partner
Mobile Phone
Email
S. M.
President And Chief Financial Officer
Mobile Phone
Email
T. K.
Managing Partner
Mobile Phone
Email
J. D.
Partner - Wealth Advisor
Mobile Phone
Email
A. W.
Partner
Mobile Phone
Email
K. B. C.
Partner
Mobile Phone
Email

Cerity Partners Employee Metrics

100%

50%

2026

2025

Finance
Administrative
Operations
Engineering
Marketing
Other
Accounting
Analytics
Banking
Community & Social Services
Business

Contact profiles from Cerity Partners

Name

Title

Contact Info

Location

Last Update

T. K.
Managing Partner
Mobile Phone
Email
Jun 03, 2026
J. D.
Partner - Wealth Advisor
Mobile Phone
Email
May 11, 2026
A. W.
Partner
Mobile Phone
Email
Bay
May 11, 2026
K. B. C.
Partner
Mobile Phone
Email
May 11, 2026
P. S.
Partner
Mobile Phone
Email
Jun 27, 2026
S. D.
Partner
Mobile Phone
Email
Apr 24, 2026
S. M.
Partner
Mobile Phone
Email
Jun 02, 2026
A. C.
Partner
Mobile Phone
Email
Jun 28, 2026
P. W. L.
Partner, Practice Leader
Mobile Phone
Email
May 11, 2026
R. D.
Partner
Mobile Phone
Email
Israel
Apr 24, 2026

Frequently Asked Questions

What is Cerity Partners known for?

Cerity Partners operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-212-850-****

. Explore Cerity Partners's company overview page for more information.

What is Cerity Partners's most common email format?

Cerity Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cerity Partners email formats with LeadIQ.

How many employees does Cerity Partners have currently?

Cerity Partners has approximately 1.6K employees as of July 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Cerity Partners's key employees and leadership?

As of July 2026, Cerity Partners's key employees include:

Chief Executive Officer: J. R.
Chief Compliance Officer: J. P.
Chief Financial Officer, Chief Operating Officer, Partner: M. O.
President And Chief Financial Officer: S. M.
Managing Partner: T. K.

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Cerity Partners Employee Directory

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