Andrejs is experienced in working with U.S. expats, non-resident aliens (NRA), and mixed nationality families with a global presence. Prior to joining Cerity Partners, Andrejs served as an International Financial Planner at Creative Planning. Earlier in his career, Andrejs was a Financial Advisor at VLP Financial Advisors where he obtained his ...Cerity makes it easy to get worker’s comp coverage in place for your business so you can then get your proof of insurance. And with easy-to-generate COIs that you can download yourself, it’s never been easier to get a certificate of insurance to prove you have workers’ insurance in place. If you need to submit a bid for a government ...Cerity Services, Inc. is a subsidiary of Employers Holdings, Inc. (NYSE: EIG), an industry veteran with over 100 years of experience in workers’ compensation. 1,000< employees. Expense and AP solutions for enterprises and global companies. Explore all the products and services Certify offers. Find the best expense management, invoice, and travel solutions for your business, from small business, professional, to enterprise. Cerity Partners EOE LLC is owned by Cerity Partners and Cerity Partners Holdings LLC, which is in turn a subsidiary of Lightyear Fund IV AIV-1, L.P. Cerity has offices in New York, California, Illinois, Colorado, Florida, Massachusetts, Pennsylvania, Virginia, Michigan, Ohio and Texas. Kurt Miscinski is the firm’s president and CEO. Cerity fixed all discrepancies. I am staying with them. Finally the right person picked up the phone, asked the right questions, listened and made sure his company kept me as a customer. "Cerity inaccurately bordering negligence read my final audit data from 6/28/2022 - payroll I submitted for $490 was entered as over $50,000. Chose Emburse Certify. I believe for a large organization Certify is the least costly provider compared to other solutions. It is significantly better than using the likes of SAP's Concur ERP type platform. However, it is not as forward-thinking and cool to use like Expensify or Zoho. Again, you …. NEW YORK, June 13, 2022 /PRNewswire/ -- Cerity Partners, one of the premier independent wealth management firms in the U.S., announced today a recapitalization … An Illinois business owner who knowingly and willfully fails to obtain workers’ comp insurance may be fined up to $500 for every day of noncompliance, with a minimum fine of $10,000. Business owners or corporate officers can be held personally liable if the company fails to pay the penalty. Since 2006, the Illinois Workers’ Compensation ... At Cerity, we aim to help Georgia business owners like yourself get workers’ compensation quickly and easily. That’s why we’ve created a faster, more affordable approach to workers’ comp. Using proprietary tools and modern technology, we can give Georgia business owners insurance quotes fast — all without lengthy phone … At Cerity Partners, conversations drive recommendations, not the other way around. We want to know you as a person and as an investor. Understanding your passions, concerns, needs for today, and plans for the future is the cornerstone of designing your investment strategy. Cerity makes it easy to get worker’s comp coverage in place for your business so you can then get your proof of insurance. And with easy-to-generate COIs that you can download yourself, it’s never been easier to get a certificate of insurance to prove you have workers’ insurance in place. If you need to submit a bid for a government ...Workers’ compensation insurance for small business owners helps protect your business when inevitable, unforeseeable accidents happen in your workplace. Workers’ comp insurance covers the costs of employee medical care that results from workplace injuries as well as any related lawsuits. This means that your LLC won’t have to pay these ...Prior to joining Cerity Partners, Lynda was a Relationship Manager for a large Registered Investor Advisor in New York, helping individual investors, small businesses, and nonprofits navigate their financial needs. Her holistic approach to wealth management and expertise has enabled her to develop meaningful relationships with an array of asset ...10 Jan, 2023, 08:00 ET. NEW YORK, Jan. 10, 2023 /PRNewswire/ -- Cerity Partners closed its merger with ARGI Financial, bringing together two highly respected independent wealth management firms ...Cerity takes pride in providing workers’ compensation plumbing insurance to all of the hardworking plumbers in the industry. Regardless of how safe an employee is on the job, there is always the chance that an accident will occur. Not to worry, though. Workers’ comp will help to protect your staff and your business when injuries happen. Orange County Office. 18881 Von Karman Avenue. Irvine, California 92612. Our Orange County office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue. Team Contact Us. These services include comprehensive financial planning, investment management, business management, accounting services, retirement plan services, and estate planning. Prior to joining Cerity Partners, Steven served as a Senior Financial Advisor at ARGI Financial Group. Before ARGI, he worked at Fidelity Investments, where he specialized in ...SBA Employees Only. The Women-Owned Small Business Federal Contract Program (WOSB Program) is to help provide a level playing field for women business owners. The federal government limits competition for certain contracts to businesses that participate in the WOSB Program. These contracts are specific industries where WOSBs are …Cerity Partners now advises on more than $40 billion in client assets. SAN FRANCISCO, NOVEMBER 23, 2021 — Cerity Partners, one of the nation’s premier independent wealth management firms, today announced it has merged with San Francisco-based Bingham, Osborn & Scarborough, LLC (B|O|S). In so doing, …1-star. 13% Filter. Sort: Most relevant. Amy Martin. 1 review. US. Mar 6, 2024. The company changed their portal, at which time all accounts being drafted needed to send payment …Cerity advises individuals with and without a high net worth, trusts, business entities, corporate pension and profit-sharing plans, foundations, charitable institutions, …10 Jan, 2023, 08:00 ET. NEW YORK, Jan. 10, 2023 /PRNewswire/ -- Cerity Partners closed its merger with ARGI Financial, bringing together two highly respected independent wealth management firms ...Your Introduction to an Expert Financial Partner Awaits. Explore our February 2024 Economic and Market Outlook for insights on the persistent growth of the U.S. economy, the easing of inflation rates, and the implications for global monetary policy, bond yields, and equity valuations.Meg formerly led the firm’s Wealth Management practice. Prior to joining Cerity Partners, Meg was a Managing Director and Client Advisor at J.P. Morgan. In this role, she was responsible for managing client relationships to ensure the seamless delivery of investment management, private banking, trust and wealth advisory services.Mar 14, 2021 · 2021 Workers’ Comp Rates by State. Published Mar 14, 2021. Workers’ compensation insurance rates will vary depending on a number of different factors, including your company’s payroll, employee job classifications, and claims history. However, a major factor involved with calculating workers’ comp rates is what state you operate your ... To gain a more accurate understanding of workers’ comp insurance costs, you should get a quote from a quality insurance provider. At Cerity, we understand that shopping for workers’ compensation insurance can be frustrating. That’s why we’ve developed proprietary technology that allows businesses to benefit from clear, intelligent pricing.certify (that)… He handed her a piece of paper certifying (that) she was in good health. This (= this document) is to certify that… certify somebody/something + adj. He was certified dead on arrival. certify somebody/something (as) something The accounts were certified (as) correct by the finance department.At Cerity, we believe getting workers’ compensation coverage for your Florida businesses should be easy. That’s why we’ve created a faster, more affordable approach to workers’ comp insurance coverage. With our proprietary tools and modern technology, we’re able to provide insurance quotes quickly — all without …At Cerity, we don’t think getting an accurate online quote for workers’ compensation insurance should be complex or time consuming. We use our proprietary technology to help businesses benefit from clear, intelligent pricing. Get a free workers’ comp insurance quote today using our free online quote tool.Jan 10, 2023 · Cerity Partners, based in New York and backed by private-equity firm Genstar Capital, ranked No. 10 on. The firm reported nearly $45 billion in assets on its most recent Form ADV regulatory filing. Your employee’s doctor must certify your employee is not able to work. Lost time benefits are 2/3 of your employee’s monthly income and determined by your employee’s earnings the month before the individual gets sick or is injured in the workplace. In Arizona, the maximum monthly benefit for lost time benefits is …Why choose Cerity for workers’ comp? Wicked fast claims processing. Month-to-month payments. Registered nurses on call 24/7. Monthly subscriptions. Painless pricing. Immediate coverage. Our small-business-friendly workers’ comp policies start as low as $20/mo. Get a free quote in minutes.Your employee’s doctor must certify your employee is not able to work. Lost time benefits are 2/3 of your employee’s monthly income and determined by your employee’s earnings the month before the individual gets sick or is injured in the workplace. In Arizona, the maximum monthly benefit for lost time benefits is …Additional ways to “supercharge” your 401 (k) A traditional pre-tax dollar funded 401 (k) will grow tax-free over its lifetime, but a factor that is often overlooked is the loss of the benefit of long-term capital gains treatment on the underlying investments. When distributions are ultimately taken from the 401 (k), the taxpayer must pay ...Cerity Partners is committed to helping your clients put the right pieces together to move them forward on their financial journey. blog image background. Daniel Park Partner. Employee Stock Purchase Plans Should You Consider Exercising ISOs Now? May 24, 2022 - While tech stocks have had a challenging start to 2022, this environment …Cerity Partners Named to Barron’s 2023 Top RIA List. Awards Aug 16, 2023. Recognized as the Fastest-Growing RIA in New York by Citywire. Awards Aug 8, 2023. Forbes Top Next-Gen Wealth Advisors Best-In-State 2023. Press Releases Aug 8, 2023. Cerity Partners Welcomes Jeffrey C. LeSage.Why Cerity Partners. Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package: Health, dental, and vision insurance – day 1! Ultimately, outstanding wealth management is about people and relationships. Our people …The best workers’ comp is easy to sign up for, so you save time. It should also be easy to understand, so you have a good working knowledge of your coverage. The best workers’ comp also uses AI to right-size your quote and to understand your business. That’s what Cerity does, to make sure you have the right fit when it comes to insurance.In New Jersey, you can obtain a workers’ compensation insurance policy from any private insurance company that is licensed to operate in the state. This can include private insurance carriers, agents, or brokers. Getting workers’ comp coverage doesn’t have to be a hassle. In fact, with the right provider the process can …At Cerity, a faster and more affordable workers’ comp insurance provider, we can evaluate your specific needs and provide an immediate quote using intelligent pricing. Using proprietary tools and modern technology, we provide policy options that can begin immediately, taking the stress and worry out of finding workers’ comp …At Cerity, we pride ourselves on our proprietary tools and modern technology, which allow us to give quicker, easier quotes along with policies that can begin immediately. We’re a different kind of insurance provider. Our focus is on affordable, fast, and — most importantly — effective workers’ comp coverage.If they’re injured, a workers’ comp policy can offer benefits, including medical benefits to pay for medical costs and wage loss benefits to replace part of a worker’s average wage. A policy can also protect your business from lawsuits. Cerity is backed by over 100 years of industry experience and we focus only on workers’ …certify - WordReference English dictionary, questions, discussion and forums. All Free.4900 Woodway Drive, Suite 550. Houston, TX 77056. Our Houston office is conveniently located with team members specializing in a variety of financial strategies. Contact us to …Grand Rapids, MI 49503. Our Grand Rapids office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue. Team Contact Us. Cerity Partners has experts ready to help you with comprehensive wealth management. Get in touch today.In New Jersey, you can obtain a workers’ compensation insurance policy from any private insurance company that is licensed to operate in the state. This can include private insurance carriers, agents, or brokers. Getting workers’ comp coverage doesn’t have to be a hassle. In fact, with the right provider the process can …Jun 13, 2022 · NEW YORK, June 13, 2022 /PRNewswire/ -- Cerity Partners, one of the premier independent wealth management firms in the U.S., announced today a recapitalization led by Genstar Capital, a leading ... The information provided is intended to provide a general overview. This information is not legal advice and should not be relied on as such. Cerity® makes no warranties for the accuracy, adequacy, or completeness of the information provided, and will not be responsible for any actions taken based on the information contained herein. Exemptions include: Independent contractors. Casual laborers. Sole proprietors having no employees. Employees who have voluntarily rejected workers’ compensation coverage. Arkansas. Employers with fewer than three employees are not required to carry coverage, unless the employees are: Agricultural farm laborers.Prior to joining Cerity Partners, Laurie served as a Partner at Lumina Financial Consultants, a firm providing financial planning and wealth management services specifically focused on women and their families. Laurie also founded New Leaf Financial Advisory, a provider of divorce-related financial analysis and planning services.By Ian Wenik. Private equity firm Genstar Capital is taking a controlling stake in Cerity Partners. Sources with knowledge of the situation said the transaction values Cerity Partners, which oversees $45bn in assets, at roughly $1.6bn. That enterprise valuation represents a multiple of more than 20 times Cerity Partners’ Ebitda, sources said.By Ian Wenik. Cerity Partners has snapped up another multi-billion-dollar RIA. The $62bn firm has merged in Maryland Capital Management, an RIA headquartered in Towson, Md. with roughly $1.9bn in client assets under management. For Cerity Partners, the transaction is the third it has revealed with an RIA managing billions in assets in 2023.Morgan is a Senior Associate in the Louisville office. She is responsible for delivering a full range of tax services in compliance with all local, state, and federal tax regulations. Prior to joining Cerity Partners, Morgan served as the Tax Compliance Process Manager for ARGI Financial Group, where she focused on process management and ...Ohio. Our two offices are located in Cincinnati and downtown Cleveland. Pennsylvania. Our office is located outside of Philadelphia in West Conshohocken. Texas. With locations …At Cerity Partners, that person is your dedicated Wealth Management Advisor. They collaborate with you, your existing advisory team, and our in-house specialists – tax advisors, certified financial planners, and investment professionals – to execute comprehensive wealth management solutions that meet your family’s diverse needs. 1.Feb 17, 2022 · Workers’ compensation (aka workers’ comp or workmans’ comp) is an insurance policy designed to protect business owners and their employees. Through workers’ compensation, an employee who gets injured on the job can receive benefits to help cover expenses such as lost wages, medical costs, and more. Employers benefit from having ... PDF User Guides. Click each link below to download. User guides are updated quarterly. Certify User Guide - Quick Start - Q2. The Quick Start User Guide is a condensed guide that reviews how to: Login for the first time. Navigate the New User Account Wizard. Best practices for receipt and report creation. Cerity Partners with California Restaurant Association to Provide Customers More Ways to Protect their Businesses. Collaboration provides customer restaurants fast, digital-first workers’ compensation insurance coverage options. Austin, Tex., April 6, 2022 — The California Restaurant […] Published April 6, 2022.To gain a more accurate understanding of workers’ comp insurance costs, you should get a quote from a quality insurance provider. At Cerity, we understand that shopping for workers’ compensation insurance can be frustrating. That’s why we’ve developed proprietary technology that allows businesses to benefit from clear, intelligent pricing.Biography. Erica is a Partner in the Cleveland office and leads the Estate and Financial Planning practice for the firm. She advises individuals, families, businesses, and nonprofits providing comprehensive wealth management services. Prior to joining Cerity Partners, Erica was a Vice President, Portfolio Manager, and Director of Operations at ...Certify The Web provides a simple way to use Let's Encrypt and other ACME CAs on Windows and IIS, with an easy to use UI. Advanced users can use powerful Deployment Tasks and custom scripting for more complex automation scenarios.For questions regarding insurance licensing, rates, or policies, please contact the Division of Insurance at (907) 465-2515. Please contact the Workers’ Compensation Special Investigations Unit at 907-269-4002 should you have any additional questions about an employer’s workers’ compensation coverage requirements under the Act.Biography. Erica is a Partner in the Cleveland office and leads the Estate and Financial Planning practice for the firm. She advises individuals, families, businesses, and nonprofits providing comprehensive wealth management services. Prior to joining Cerity Partners, Erica was a Vice President, Portfolio Manager, and Director of Operations at ...You can certify a document as a true copy by getting it signed and dated by a professional person, like a solicitor. Copies of documents that can be certified include: passports. photocard driving ...Cerity Partners with California Restaurant Association to Provide Customers More Ways to Protect their Businesses. Collaboration provides customer restaurants fast, digital-first workers’ compensation insurance coverage options. Austin, Tex., April 6, 2022 — The California Restaurant […] Published April 6, 2022.With this merger, Cerity Partners now manages approximately $26 billion in assets. EMM Wealth is led by Lloyd Abramowitz, Co-CEO, David Aaron, Co-CEO and CIO, and Thomas O'Brien, CFO and has $3 ...Cerity understands that the workers’ comp claims process can be complicated. So, let’s go over the ins and outs of the process, including workers’ comp claim time limits and how long a workers’ comp …Nov 23, 2021 · Cerity Partners is a leading, national registered financial advisory firm serving high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations from ... Certify is the leading cloud-based travel and expense report management solution for companies of all sizes. Welcome to Certify. We use cookies to enhance your visit to our site. This means that income outside of the United States is subject to IRS reporting and U.S. taxation. After satisfying the initial compliance obligations on Form 3520 when receiving a foreign inheritance, it must be assessed what type of IRS foreign asset reporting is required on an ongoing annual basis going forward. Cerity Partners is a financial services firm that offers wealth management, retirement plans, and insurance solutions. Meet the team of advisors and partners who are dedicated to helping clients achieve their financial goals. At Cerity, a faster and more affordable workers’ comp insurance provider, we can evaluate your bar’s specific needs and provide an immediate quote using intelligent pricing. Using proprietary tools and modern technology, we provide policy options that can begin immediately, taking the stress and worry out of finding workers’ …Cerity® makes no warranties for the accuracy, adequacy, or completeness of the information provided, and will not be responsible for any actions taken based on the information contained herein. If you have legal questions or need legal advice, please consult an attorney.certify - WordReference English dictionary, questions, discussion and forums. All Free.Certify Expense features. Eliminate tedious and error-prone manual data entry. Save time and help employees focus on the work that drives your business forward. Streamline reconciliation and reduce reimbursement times. Automatically enforce compliance with built-in policy controls. Gain company-wide visibility into spend.NEW YORK, June 13, 2022 /PRNewswire/ -- Cerity Partners, one of the premier independent wealth management firms in the U.S., announced today a recapitalization led by Genstar Capital, a leading ...About us. Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses...Workers’ compensation coverage provides employers and employees with medical care, death benefits, and lost wages for work-related injuries. In general, Colorado law requires that all employers carry workers’ compensation insurance. However, certain exceptions to this requirement may include: a sole proprietor or any general working partner ...Cerity advises individuals with and without a high net worth, trusts, business entities, corporate pension and profit-sharing plans, foundations, charitable institutions, …Exemptions include: Independent contractors. Casual laborers. Sole proprietors having no employees. Employees who have voluntarily rejected workers’ compensation coverage. Arkansas. Employers with fewer than three employees are not required to carry coverage, unless the employees are: Agricultural farm laborers.IRAs and Roth IRAs are excellent choices because they are available to all taxpayers with earned income. Contributions to IRAs can reduce taxable income during working years, allowing investment earnings to accumulate on a tax-deferred basis. Later, distributions in retirement are taxed as ordinary income. As retirees typically have a …Cerity® makes no warranties for the accuracy, adequacy, or completeness of the information provided, and will not be responsible for any actions taken based on the information contained herein. If you have legal questions or need legal advice, please consult an attorney.Every individual and family has a different financial situation that can present its own complexities, concerns, and confusions. We’re here to help you navigate your unique circumstances to secure and sustain your wealth, so you can focus on what matters most. Trust administration. Estate administration. Special asset management.Cerity — Easy, Affordable Workers’ Comp. At Cerity, we understand that independent contractors need to have the workers’ comp coverage required by their state and their clients. That’s why we offer a faster, more affordable, and more flexible way to get a variety of workers’ comp policies.NEW YORK, June 13, 2022 /PRNewswire/ -- Cerity Partners, one of the premier independent wealth management firms in the U.S., announced today a recapitalization led by Genstar Capital, a leading ...By Ian Wenik. Cerity Partners has snapped up another multi-billion-dollar RIA. The $62bn firm has merged in Maryland Capital Management, an RIA headquartered in Towson, Md. with roughly $1.9bn in client assets under management. For Cerity Partners, the transaction is the third it has revealed with an RIA managing billions in assets in 2023.Bowling Green Office. 1048 Ashley St., Unit 301. Bowling Green, KY 42103. Our Bowling Green office is conveniently located with team members specializing in a variety of financial strategies. Contact us to start a dialogue. Team Contact Us.
Workers’ comp in Pennsylvania covers expenses related to on-the-job injuries or illnesses. The benefits of workers’ comp include: Payments for lost wages that amount to two-thirds of the employee’s average weekly wage, up to a weekly maximum, including total and partial disability benefits. Death benefits. Specific loss benefits in the ... . Tom deblass
These services include comprehensive financial planning, investment management, business management, accounting services, retirement plan services, and estate planning. Prior to joining Cerity Partners, Steven served as a Senior Financial Advisor at ARGI Financial Group. Before ARGI, he worked at Fidelity Investments, where he specialized in ... Cerity fixed all discrepancies. I am staying with them. Finally the right person picked up the phone, asked the right questions, listened and made sure his company kept me as a customer. "Cerity inaccurately bordering negligence read my final audit data from 6/28/2022 - payroll I submitted for $490 was entered as over $50,000. certify - WordReference English dictionary, questions, discussion and forums. All Free.Why choose Cerity for workers’ comp? Wicked fast claims processing. Month-to-month payments. Registered nurses on call 24/7. Monthly subscriptions. Painless pricing. Immediate coverage. Our small-business-friendly workers’ comp policies start as low as $20/mo. Get a free quote in minutes.Cerity Partners announced today it is merging with Permit Capital Advisors, a firm that has catered to ultra-high-net-worth families and foundations, primarily in the Philadelphia region. NEW YORK, May 3, 2022 — Cerity Partners, one of the foremost independent wealth management firms in the U.S., announced today it is merging with …Cerity Partners now advises on more than $40 billion in client assets. SAN FRANCISCO, NOVEMBER 23, 2021 — Cerity Partners, one of the nation’s premier independent wealth management firms, today announced it has merged with San Francisco-based Bingham, Osborn & Scarborough, LLC (B|O|S). In so doing, …Cerity® makes no warranties for the accuracy, adequacy, or completeness of the information provided, and will not be responsible for any actions taken based on the information contained herein. If you have legal questions or need legal advice, please consult an attorney.certify (that)… He handed her a piece of paper certifying (that) she was in good health. This (= this document) is to certify that… certify somebody/something + adj. He was certified dead on arrival. certify somebody/something (as) something The accounts were certified (as) correct by the finance department.Every individual and family has a different financial situation that can present its own complexities, concerns, and confusions. We’re here to help you navigate your unique circumstances to secure and sustain your wealth, so you can focus on what matters most. Trust administration. Estate administration. Special asset management.Andrejs is experienced in working with U.S. expats, non-resident aliens (NRA), and mixed nationality families with a global presence. Prior to joining Cerity Partners, Andrejs served as an International Financial Planner at Creative Planning. Earlier in his career, Andrejs was a Financial Advisor at VLP Financial Advisors where he obtained his ...Discover Customized Financial Solutions for Your Workforce. Tell us about your company's financial landscape at no cost or obligation. We’re here not just to offer solutions, but to listen, learn, and tailor our insights to meet the distinct needs of your workforce.Paul oversees Centralized Estate Services for Cerity Partners and is a Partner based out of Denver, Colorado. He works with Cerity Partners’ advisors to review existing client estate planning documents, recommend additional estate planning strategies for clients, and ensure proper implementation of a comprehensive client estate plan.That timeline is already effectively written into state law: Pennsylvania’s Election Code states that counties must certify by the third Monday after the election — …For business owners in Nevada looking for workers’ compensation, state law allows you to choose from any private insurer, agent, or broker that is licensed to operate in the state. Luckily, it’s easier than ever to get workers’ comp coverage in Nevada with the right provider. At Cerity, we offer a faster, more affordable approach to ... Cerity Partners provides objective financial advice and solutions for diverse financial needs. Whether you need investment, estate, tax, or retirement planning, Cerity Partners can help you achieve your goals. Cerity takes pride in providing workers’ compensation plumbing insurance to all of the hardworking plumbers in the industry. Regardless of how safe an employee is on the job, there is always the chance that an accident will occur. Not to worry, though. Workers’ comp will help to protect your staff and your business when injuries happen.SBA Employees Only. The Women-Owned Small Business Federal Contract Program (WOSB Program) is to help provide a level playing field for women business owners. The federal government limits competition for certain contracts to businesses that participate in the WOSB Program. These contracts are specific industries where WOSBs are …BOSTON, March 1, 2022 /PRNewswire/ -- Cerity Partners, one of the nation's premier independent wealth management firms, today announced it has merged with Boston-based Daintree Advisors.In so ...Cerity Partners is more than just a firm; it’s a community. A community where everyone’s voice counts, where an entrepreneurial spirit thrives, and where decisions prioritize our clients, free from external pressures. Prior to joining Cerity Partners, Claire served as Chief Operating Officer and client advisor for two wealth management firms.BOSTON, March 1, 2022 /PRNewswire/ -- Cerity Partners, one of the nation's premier independent wealth management firms, today announced it has merged with Boston-based Daintree Advisors.In so ....