Leadership Overview
Cerity Partners has 10 executives leading key functions including strategy, finance, operations, and client services.
Driven by a commitment to client success, Cerity Partners provides objective financial advice, fostering financial well-being through integrated expertise and a culture of collaboration and excellence.
Driven by a commitment to client success, Cerity Partners provides objective financial advice, fostering financial well-being through integrated expertise and a culture of collaboration and excellence.
Leadership Roles at Cerity Partners
Walter Brown - Chief Executive Officer
Walter Brown, the Chief Executive Officer at Cerity Partners, directs the overarching strategic vision and operational framework for the firm. Brown's leadership ensures alignment across all business units, driving the company's mission to enhance client financial well-being through objective advice and integrated services. This executive guides the firm's expansion and market positioning within the national registered investment advisory landscape. Walter Brown's focus remains on cultivating a culture of accountability and excellence, essential for maintaining high professional standards and achieving continuous improvement across all client interactions and internal processes. The Chief Executive Officer's role is pivotal in shaping the firm's long-term growth trajectory and its commitment to serving high-net-worth individuals, families, businesses, and nonprofit organizations.
Kurt Miscinski - Partner & Chief Executive Officer
Kurt Miscinski, the Partner & Chief Executive Officer at Cerity Partners, spearheads the firm's strategic direction and operational execution. Miscinski's leadership ensures the seamless integration of financial planning, investment management, legal, and tax advisory services, reinforcing the firm's commitment to client-focused solutions. This executive drives the company's national presence, overseeing operations across multiple offices throughout the United States. Kurt Miscinski's role is central to fostering a collaborative environment where people are viewed as the most valuable asset, supporting the mission to positively impact clients' financial well-being. The Partner & Chief Executive Officer's strategic initiatives focus on maintaining the highest professional standards and a continuous drive for improvement, solidifying Cerity Partners' position as a leading advisory firm.

Murali Raman - Chief Financial Officer
Murali Raman, the Chief Financial Officer at Cerity Partners, manages the firm's financial health and strategic fiscal planning. Raman oversees all financial operations, including budgeting, forecasting, and resource allocation, ensuring robust financial controls and driving profitability. This executive's responsibilities extend to optimizing financial performance and supporting the firm's growth objectives across its national network of offices. Murali Raman's expertise is critical in maintaining the highest professional standards and guiding the company's financial strategy to support client-focused solutions. The Chief Financial Officer ensures that financial decisions align with the firm's mission to positively impact clients' financial well-being, contributing to sustained operational excellence and continuous improvement.
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, provides critical financial oversight and strategic business advisory services. Hale manages the financial architecture supporting the firm's diverse client base, including high-net-worth individuals, businesses, and nonprofit organizations. This executive's dual role ensures robust financial management while offering expert guidance on business services, aligning with the company's mission to deliver high-quality, client-focused solutions. Alex Hale's contributions are vital in maintaining the highest professional standards and driving continuous improvement in financial strategies and advisory practices. The Principal. Chief Financial Officer and Senior Business Services Advisor's expertise supports the firm's objective to positively impact clients' financial well-being.
Robert Jeffers - Partner & Chief Operating Officer
Robert Jeffers, the Partner & Chief Operating Officer at Cerity Partners, oversees the firm's operational efficiency and service delivery across its national footprint. Jeffers directs the implementation of best practices in financial planning, investment management, and advisory services, ensuring seamless client experiences. This executive's focus is on optimizing internal workflows and resource management to support the company's growth and commitment to client-focused solutions. Robert Jeffers champions a culture of collaboration and accountability, reinforcing the firm's view of its people as its most valuable asset. The Partner & Chief Operating Officer's strategic oversight ensures the maintenance of the highest professional standards and a continuous drive for improvement, directly contributing to the positive financial impact on clients.

Karen Angrisano - Chief Operating Officer & Chief Compliance Officer
Karen Angrisano, the Chief Operating Officer & Chief Compliance Officer at Cerity Partners, directs both operational execution and regulatory adherence across the firm. Angrisano ensures that all business activities comply with industry regulations while optimizing operational efficiency to deliver high-quality, client-focused solutions. This executive's dual mandate is critical for maintaining the firm's integrity and reputation, supporting its national presence and commitment to serving diverse client needs. Karen Angrisano's leadership reinforces the company's culture of accountability and excellence, ensuring that all operations meet the highest professional standards. The Chief Operating Officer & Chief Compliance Officer's role is fundamental to the firm's mission of positively impacting clients' financial well-being through objective advice and continuous improvement.
Christopher Hemstead - Partner & Chief Operating Officer, Client Practice
Christopher Hemstead, the Partner & Chief Operating Officer, Client Practice at Cerity Partners, spearheads the operational strategies directly impacting client service delivery. Hemstead focuses on enhancing the client experience by streamlining processes within financial planning, investment management, and advisory services. This executive's leadership ensures that the client practice operates with maximum efficiency and effectiveness, aligning with the firm's mission to provide objective financial advice. Christopher Hemstead's role is crucial in fostering a client-centric culture built on collaboration and accountability, reinforcing the company's commitment to its people as its most valuable asset. The Partner & Chief Operating Officer, Client Practice drives continuous improvement in client interactions and service quality, upholding the highest professional standards.
Kevin Bartman - Chief Information Officer
Kevin Bartman, the Chief Information Officer at Cerity Partners, directs the firm's technology strategy and infrastructure. Bartman oversees the development and implementation of secure, scalable IT systems that support the firm's national operations and enhance client service delivery. This executive's role is crucial in leveraging technology to integrate financial planning, investment management, and advisory services, ensuring operational efficiency and data integrity. Kevin Bartman's leadership ensures that technology investments align with the company's mission to provide objective financial advice and maintain the highest professional standards. The Chief Information Officer's focus on innovation and security underpins the firm's commitment to client financial well-being and continuous improvement across all digital platforms.
Rachel Barham - Chief of Staff
Rachel Barham, the Chief of Staff at Cerity Partners, provides strategic support and operational coordination across executive functions. Barham facilitates communication and drives key initiatives, ensuring alignment with the firm's mission and leadership philosophy. This executive's role involves managing special projects, optimizing internal processes, and enhancing collaboration among departments to deliver high-quality, client-focused solutions. Rachel Barham's efforts are instrumental in upholding the company's commitment to its people as its most valuable asset, fostering a culture of accountability and excellence. The Chief of Staff ensures that the firm operates with the highest professional standards and a continuous drive for improvement, directly supporting the positive impact on clients' financial well-being.
Tara Ryan - Partner & Chief Marketing Officer
Tara Ryan, the Partner & Chief Marketing Officer at Cerity Partners, leads the firm's brand strategy and market engagement initiatives. Ryan develops and executes comprehensive marketing plans to enhance the company's visibility and attract new clients across its national network. This executive's responsibilities include shaping the firm's messaging, driving lead generation, and reinforcing the commitment to delivering client-focused solutions. Tara Ryan cultivates a strong brand identity that reflects the company's culture of collaboration and excellence, viewing people as its most valuable asset. The Partner & Chief Marketing Officer ensures marketing efforts align with the mission to positively impact clients' financial well-being while upholding the highest professional standards and a continuous drive for improvement.

Explore Leadership Teams in Finance
Creative Planning is an independent wealth management firm that provides personalized financial planning and investment services. They take a comprehensive, planning-led approach, combining expertise in areas like taxes, estate planning, and investing to help clients achieve long-term financial success.
Company Leadership PM
JC
DB
JC
TD Securities provides a wide range of capital market products and services to corporations, governments and institutions. TD Securities works with clients around the world, and provides underwriting and distribution of new debt and equity issues, as well as advice on strategic acquisitions and divestitures, and executing daily trading and investment needs. TD Securities is a registered trademark of The Toronto-Dominion Bank.
Company Leadership EP
TW
HP
Nuvama is a wealth management platform that provides personalized solutions for High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNIs), and corporate clients, supported by PAG and Edelweiss with over 4.4 trillion in assets. The company focuses on understanding clients' unique wealth creation and preservation journeys, offering services in wealth management, asset management, and capital markets. With a diverse client base that includes affluent individuals, small business owners, and institutional investors, Nuvama aims to meet specialized financial needs through a tech-driven approach. Their mission is to deliver client-first wealth management solutions while leveraging strategic alliances and a strong legacy in the financial services sector.
Company Leadership
BK
JK
SR
Houlihan Lokey is a global investment bank that serves corporations, institutions, and governments worldwide with offices in the United States, Europe, the Middle East, and the Asia-Pacific region. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California.
Company Leadership DP
KP
DM