Cerity Partners Retirement Plan Consultants

Have updates for this profile? Please contribute data

= Subscriber Access Only

You are viewing a preview of this profile. Request a Preqin Pro demo for full access to all profiles and underlying data.

With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers.

Cerity Partners Retirement Plan Consultants — overview

Assets Under Management

Type

Wealth Manager

Location

New York, NY, US

Alternative Asset Classes

RE

About

Cerity Partners Retirement Plan consultants is a US-based wealth manager firm. It provides investment advisory services including financial, retirement, pension, tax, family office, and estate planning to the plan sponsors who sponsor defined benefit, defined contribution, nonqualified deferred compensation plans, including 401 k plans, 403 b plans, corporate pension plans and profit-sharing plans on both discretionary and non-discretionary basis.

Cerity Partners Retirement Plan Consultants - known decision makers (7)

Contact NamePositionLocationEmailTelephoneAsset Class
PartnerScottsdale, USGEN
PrincipalLouisville, USGEN
Partner Cleveland, USGEN
Principal I Wealth AdvisorNew York, USGEN
PrincipalNew York, USGEN

Showing 5 of 7 known decision makers Cerity Partners Retirement Plan Consultants

Preqin screens the most influential contacts in alternatives, so you only reach the key decision makers

Request a demo to see more

Time to go Pro

Get Preqin Pro for unrestricted access to 600,000+ detailed profiles on fund managers, investors, funds, companies, and other alternative asset players. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more.