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Cerity Partners CEO Kurt Miscinski reflects on the firm’s 15-year journey from its founding vision to becoming one of the nation’s leading full-service wealth management firms. He discusses Cerity’s client-first mission, investment in employee growth, and forward-looking approach to innovation, AI, and the future of wealth management.
By Asset TV5
3131 ratings
Cerity Partners CEO Kurt Miscinski reflects on the firm’s 15-year journey from its founding vision to becoming one of the nation’s leading full-service wealth management firms. He discusses Cerity’s client-first mission, investment in employee growth, and forward-looking approach to innovation, AI, and the future of wealth management.

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