Profil
Mr. Kurt P.
Miscinski is a Partner, President & Chief Executive Officer at Cerity Partners LLC and a Chief Executive Officer at Cerity Partners Equity Holding LLC.
He is responsible for the strategic direction and management of the firm.
Prior to founding Cerity Partners, he was a Managing Director and an Executive Committee Member of a Global Investment Bank’s Private Wealth Management division, responsible for managing the bank’s US wealth management offices, including the provision of the bank’s investment, credit, and wealth management services to individual, family, business, and nonprofit clientele.
Postes actifs de Kurt Miscinski
| Sociétés | Poste | Début |
|---|---|---|
Cerity Partners Equity Holding LLC
 Cerity Partners Equity Holding LLC Investment ManagersFinance Part of Cerity Partners LLC, Cerity Partners Equity Holding LLC is a company that provides estate, financial & tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals. The company is based in New York, NY. The company was founded by Kurt P. Miscinski, who has been the CEO since incorporation. | Directeur Général | - |
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Directeur Général | 01/08/2009 |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
Cerity Partners Equity Holding LLC
Cerity Partners Equity Holding LLC Investment ManagersFinance Part of Cerity Partners LLC, Cerity Partners Equity Holding LLC is a company that provides estate, financial & tax planning, tax preparation, executive financial counseling, retirement plan advisory, and investment management services to high-net-worth individuals. The company is based in New York, NY. The company was founded by Kurt P. Miscinski, who has been the CEO since incorporation. | Finance |
