Cerity Partners LLC merged with wealth management firm Sullivan & Serwitz.
Following the merger, Cerity Partners now manages roughly $26 billion in assets.
ECHELON Partners served as financial adviser to Sullivan & Serwitz for this deal.
Cerity Partners merges with Sullivan & Serwitz
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Cerity Partners merges with Sullivan & Serwitz
- Author Maria Rafi
- Theme Banking
- Author
- Maria Rafi
- Theme
- Banking