Publications

Cerity Partners combines with Agility, OCIO solutions provider
Other - APRIL 10, 2024

To read this full article you need to be subscribed to Newsline.

Sign in Sign up for a FREE subscription

Cerity Partners combines with Agility, OCIO solutions provider

by Released

Cerity Partners, a leading independent wealth management firm in the U.S., has announced that it is combining with Denver-based Agility, a provider of outsourced chief investment officer (OCIO) solutions for endowments, foundations, family offices, corporations, healthcare organizations, and other clientele. Upon closing, Agility will form Cerity Partners OCIO.

Agility’s experienced investment professionals and market-leading OCIO practice will serve as a strategic complement to Cerity Partners’ existing full-service wealth management services. Agility’s investment team will establish an OCIO investment committee within Cerity Partners.

“We are thrilled to welcome the Agility team, which brings nearly two decades of experience and unparalleled expertise in serving non-profit organizations, businesses and ultra-high-net-worth clientele,” said Kurt Miscinski, CEO of Cerity Partners. “This partnership will reinforce our ability to serve this very important seg

Forgot your username or password?