Cerity Partners Executive and Leadership Team

November, 2026

Leadership Overview

Cerity Partners has 10 executives leading key functions including strategy, financial oversight, operational excellence, and administrative management.

Committed to delivering high-quality, client-focused solutions, Cerity Partners empowers high-net-worth individuals and organizations through integrated financial planning, investment management, legal, and tax advisory services across the United States.

Leadership Roles at Cerity Partners

  • Chief Executive Officer - Walter Brown
  • President & Chief Executive Officer - Knut Fenner
  • Partner & Chief Executive Officer - Kurt Miscinski
  • Chief Financial Officer - Darrah McDonald
  • Principal. Chief Financial Officer and Senior Business Services Advisor - Alex Hale
  • Principal, Director of Operations Initiatives, Office of the Chief Operating Officer - Kirsten Shaw
  • President - Scott Bell
  • President - Kevin Willette
  • Chief of Staff - Rachel Barham
  • Partner. Chief of Staff - Sandra Horne
  • Walter Brown - Chief Executive Officer

    Walter Brown, the Chief Executive Officer at Cerity Partners, directs the overarching strategic vision for the national registered investment advisory firm. Brown architects long-term growth initiatives while ensuring the firm maintains its commitment to objective financial advice for high-net-worth families and nonprofit organizations. By fostering a culture of collaboration and accountability, the Chief Executive Officer aligns internal teams with the broader mission of enhancing client financial well-being. This leadership role involves constant evaluation of market trends to maintain the highest professional standards across all service lines. Walter Brown monitors the integration of legal, tax, and investment management expertise to provide comprehensive solutions. Through rigorous oversight of firm-wide performance, the Chief Executive Officer drives excellence and ensures that the organization remains a leader in the competitive financial services landscape, consistently delivering value to clients throughout the United States.

    Knut Fenner - President & Chief Executive Officer

    Knut Fenner, the President & Chief Executive Officer at Cerity Partners, manages the execution of corporate strategy and operational expansion. Fenner drives the firm's national presence by scaling investment management and financial planning services to meet the complex needs of diverse client segments. As the President & Chief Executive Officer, Fenner coordinates with other senior leaders to refine the service delivery model, ensuring that every client interaction reflects the firm's core values of excellence and integrity. This role requires balancing immediate operational demands with the pursuit of sustainable market impact. Knut Fenner oversees the alignment of business units to support the firm's mission of providing objective, high-quality financial guidance. By optimizing internal processes and resource allocation, the President & Chief Executive Officer secures the firm's position as a premier advisor for individuals and businesses, maintaining a focus on long-term financial stability and growth.
    Knut Fenner

    Kurt Miscinski - Partner & Chief Executive Officer

    Kurt Miscinski, the Partner & Chief Executive Officer at Cerity Partners, leads the firm's efforts in cultivating deep client relationships and expanding the reach of integrated advisory services. Miscinski architects the firm's approach to high-net-worth wealth management, ensuring that tax, legal, and investment strategies function in harmony. As the Partner & Chief Executive Officer, Miscinski drives the development of client-focused solutions that address the unique requirements of families and nonprofit organizations. This leadership position involves active engagement with the firm's professional teams to uphold the highest standards of service and accountability. Kurt Miscinski monitors the effectiveness of the firm's people-first culture, recognizing that internal talent remains the most valuable asset for achieving client success. By steering the organization toward continuous improvement, the Partner & Chief Executive Officer ensures that the firm remains at the forefront of the investment advisory industry, delivering consistent, high-quality results.
    Kurt Miscinski

    Darrah McDonald - Chief Financial Officer

    Darrah McDonald, the Chief Financial Officer at Cerity Partners, oversees the financial health and fiscal strategy of the firm. McDonald manages capital allocation, budgeting, and financial reporting to support the firm's national growth objectives. As the Chief Financial Officer, McDonald ensures that the organization maintains the necessary resources to provide top-tier investment management and financial planning services. This role involves close collaboration with the executive team to assess the financial impact of strategic initiatives and market expansions. Darrah McDonald monitors the firm's internal financial controls, ensuring compliance and operational efficiency across all offices. By providing data-driven insights, the Chief Financial Officer supports the firm's mission to deliver objective financial advice while maintaining professional excellence. Through careful management of the firm's financial assets, the Chief Financial Officer enables the organization to continue its commitment to high-quality, client-focused solutions for individuals and businesses.
    Darrah McDonald

    Alex Hale - Principal. Chief Financial Officer and Senior Business Services Advisor

    Alex Hale, the Principal. Chief Financial Officer and Senior Business Services Advisor at Cerity Partners, manages the firm's financial planning and provides expert advisory services to business clients. Hale architects financial strategies that support the firm's growth while ensuring that business clients receive comprehensive, objective advice. As the Principal. Chief Financial Officer and Senior Business Services Advisor, Hale monitors the financial performance of the firm's business services division, ensuring that all solutions meet the highest professional standards. This role involves integrating tax and legal expertise into the firm's advisory model to provide holistic support for businesses and their employees. Alex Hale collaborates with other senior leaders to refine the firm's service offerings and enhance client outcomes. By focusing on financial precision and strategic advisory, the Principal. Chief Financial Officer and Senior Business Services Advisor contributes to the firm's mission of positively impacting the financial well-being of its clients across the United States.

    Kirsten Shaw - Principal, Director of Operations Initiatives, Office of the Chief Operating Officer

    Kirsten Shaw, the Principal, Director of Operations Initiatives, Office of the Chief Operating Officer at Cerity Partners, drives the development and implementation of operational improvements. Shaw architects scalable processes that support the firm's national investment advisory services, ensuring that internal workflows remain efficient and effective. As the Principal, Director of Operations Initiatives, Office of the Chief Operating Officer, Shaw monitors the integration of new technologies and service models to enhance the client experience. This role involves collaborating with cross-functional teams to standardize best practices across all offices. Kirsten Shaw ensures that operational initiatives align with the firm's commitment to high-quality, client-focused solutions. By focusing on continuous improvement, the Principal, Director of Operations Initiatives, Office of the Chief Operating Officer supports the firm's mission to positively impact the financial well-being of clients. Through this operational leadership, the firm maintains its high professional standards and commitment to excellence.

    Scott Bell - President

    Scott Bell, the President at Cerity Partners, leads the firm's efforts in expanding its market presence and enhancing the delivery of investment management services. Bell drives the strategic direction of the firm's regional operations, ensuring that high-net-worth individuals and families receive consistent, high-quality financial advice. As the President, Bell monitors the performance of client-facing teams and ensures that the firm's culture of collaboration and excellence remains a priority. This role involves engaging with the broader leadership team to refine the firm's service model and adapt to evolving market conditions. Scott Bell oversees the implementation of initiatives that support the firm's mission of providing objective financial guidance. By focusing on operational scale and client satisfaction, the President enables the firm to maintain its position as a leader in the investment advisory industry. Through this leadership, the firm continues to deliver value and support the financial well-being of its clients nationwide.
    Scott Bell

    Kevin Willette - President

    Kevin Willette, the President at Cerity Partners, manages the firm's strategic partnerships and oversees the integration of specialized advisory services. Willette drives the development of client-focused solutions that leverage the firm's in-house expertise in legal, tax, and investment management. As the President, Willette monitors the effectiveness of the firm's service delivery, ensuring that all client interactions reflect the highest professional standards. This role involves collaborating with other executives to align the firm's resources with the needs of nonprofit organizations and high-net-worth families. Kevin Willette focuses on fostering a culture of accountability and continuous improvement, ensuring that the firm remains a trusted advisor. By steering the organization toward sustainable growth and operational excellence, the President supports the firm's mission to positively impact the financial well-being of its clients. Through this leadership, the firm maintains its commitment to delivering high-quality, objective financial advice across the United States.

    Rachel Barham - Chief of Staff

    Rachel Barham, the Chief of Staff at Cerity Partners, coordinates executive operations and facilitates communication across the firm's leadership team. Barham manages the implementation of strategic priorities, ensuring that the firm's mission of providing objective financial advice remains central to daily operations. As the Chief of Staff, Barham streamlines decision-making processes and supports the execution of initiatives that enhance client-focused solutions. This role involves bridging the gap between various departments, including legal, tax, and investment management, to foster a collaborative environment. Rachel Barham monitors the progress of key projects, ensuring alignment with the firm's overarching goals and professional standards. By optimizing the flow of information and resources, the Chief of Staff enables the leadership team to focus on delivering high-quality service to high-net-worth individuals and organizations. Through this administrative leadership, the Chief of Staff contributes to the firm's culture of excellence and accountability.

    Sandra Horne - Partner. Chief of Staff

    Sandra Horne, the Partner. Chief of Staff at Cerity Partners, manages strategic organizational initiatives and supports the firm's leadership in executing its long-term vision. Horne drives the alignment of internal resources with the firm's mission to provide objective financial advice to high-net-worth individuals and families. As the Partner. Chief of Staff, Horne facilitates communication between departments to ensure that legal, tax, and investment management services are delivered with consistency and excellence. This role involves overseeing special projects that enhance the firm's operational capacity and client-focused culture. Sandra Horne monitors the effectiveness of internal processes, ensuring that the firm remains accountable to its professional standards. By fostering collaboration and efficiency, the Partner. Chief of Staff enables the organization to maintain its competitive edge in the national investment advisory market. Through this leadership, the firm continues to deliver high-quality solutions that support the financial well-being of its clients.

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    Frequently Asked Questions Regarding Cerity Partners Top Executives and Leadership Team

    Who leads Cerity Partners?
    Cerity Partners is led by Walter Brown (Chief Executive Officer), along with executives such as Knut Fenner (President & Chief Executive Officer) and Kurt Miscinski (Partner & Chief Executive Officer).
    Who is part of Cerity Partners’s executive team?
    The executive team of Cerity Partners includes leaders such as Walter Brown (Chief Executive Officer), Knut Fenner (President & Chief Executive Officer), Kurt Miscinski (Partner & Chief Executive Officer) and other senior executives.
    How many executives does Cerity Partners have?
    Cerity Partners has 10 executives leading key business areas.
    What roles are included in Cerity Partners’s leadership team?
    The leadership team of Cerity Partners includes roles such as Chief Executive Officer, President & Chief Executive Officer, Partner & Chief Executive Officer, Chief Financial Officer, Principal. Chief Financial Officer and Senior Business Services Advisor.