Full-Time
Investment Associate
Cerity Partners
1,001-5,000 employees
National wealth management and fiduciary advisory
Compensation Overview
$100k - $115k/yr
No H1B Sponsorship
San Francisco, CA, USA + 1 more
More locations: New York, NY, USA
Hybrid
Bachelor's
 Finance & Banking (1) |
|---|
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- A Bachelor's degree is required.
- One to three years of relevant work experience is required.
- The candidate must demonstrate critical thinking, research, and analytical ability.
- The candidate must demonstrate problem-solving skills and attention to detail.
- The candidate must have writing, presentation, and verbal communication skills.
- The candidate must be able to build relationships with entrepreneurs, investors, and other stakeholders.
- The candidate should have enthusiasm for venture capital, start-ups, and entrepreneurship.
- The candidate must be willing to work in a start-up culture.
- Identify potential start-up investments and source relationships with company founders.
- Meet with entrepreneurs and evaluate their business plans and pitches.
- Track and report on deal flow generated by the team.
- Research industry sectors, trends, and market dynamics.
- Assist with due diligence.
Cerity Partners is a national wealth management firm that provides integrated advisory services to high-net-worth individuals, families, businesses, and nonprofits. It charges fees as a fiduciary—asset-based, fixed, and hourly—with wealth and investment advice typically starting around 1.50% of assets under management. The firm stands out by assembling teams of finance, tax, and legal experts to offer a wide, objective set of services, including wealth and investment management, estate and tax planning, corporate retirement guidance, and nonprofit OCIO solutions, with growth driven by acquisitions. Its goal is to deliver comprehensive fiduciary guidance that fits each client’s risk tolerance and goals, using a dynamic asset allocation approach based on modern portfolio theory and regular rebalancing.
Company Size
1,001-5,000
Company Stage
Growth Equity (Non-Venture Capital)
Total Funding
$1B
Headquarters
New York City, New York
Founded
2009
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Simplify's Take
What believers are saying
- Feb 2026 Warburg Pincus invested $1B, while management bought $500M, aligning incentives.
- 2026 mergers with Running Point, Edge, Covenant, ADA, and Cordant expanded national coverage fast.
- Cerity Partners now serves tech employees, business owners, and nonprofits with deeper niche expertise.
What critics are saying
- Feb 2026 Warburg Pincus at $8.5B valuation forces relentless growth and 2027 exit pressure.
- 2026 rollup integration across California, Oregon, Nashville, and Chicago risks culture fracture and advisor defections.
- Bishop v. Cerity Partners and prior advisor disputes signal retention conflict and client-poaching litigation.
What makes Cerity Partners unique
- Jun 2026 ADA merger adds CPA-led tax planning, bookkeeping, and fractional CFO services.
- Jul 2026 Cordant merger adds Oregon tech-compensation planning, RSUs, deferred compensation, and diversification expertise.
- Jul 2026 naming Will Peng first CIO institutionalizes AI workflows across advisors and clients.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Parental Leave
Professional Development Budget
Commuter Benefits
Growth & Insights and Company News
6 month growth
↑ 38%1 year growth
↑ 38%2 year growth
↑ 38%Cerity Partners, a leading independent wealth management firm, has appointed Will Peng as its first Chief Innovation Officer. In this role, Peng will focus on firmwide innovation strategy, applying AI to build scalable workflows and enhancing client and advisor experiences. Peng brings extensive entrepreneurial and fintech expertise. Most recently, he founded and led Northstar, a fintech company that built an employee financial wellness platform, partnering with employers including Workday, Airbnb, and Affirm. Previously, he was a Partner at Red Swan, an early-stage venture capital firm whose portfolio included Coinbase, Guideline, and Warby Parker. "His rare combination of entrepreneurial experience, fintech expertise, and deep understanding of AI positions him perfectly to accelerate how we deliver the CP Way," said Kevin Hilden, president of Cerity Partners.
/PRNewswire/ -- Cerity Partners, a leading independent wealth management and advisory firm, today announced its merger with Cordant Wealth Partners, an...
Cerity Partners expands into Oregon after merger with Cordant Wealth Partners. Press Releases | Jul 1, 2026 Cerity Partners, a leading independent wealth management and advisory firm, today announced its merger with Cordant Wealth Partners, an Oregon-based Registered Investment Adviser specializing in financial planning and investment management. This partnership marks Cerity Partners' entry into Oregon, extending the firm's national footprint in the Pacific Northwest. Founded and headquartered in Portland, Cordant Wealth Partners has built a distinct reputation serving tech industry employees and providing deep expertise in the complex financial landscape unique to tech compensation. This includes restricted stock units, employee stock purchase plans, deferred compensation, mega-backdoor Roth strategies, and equity diversification. "Cordant Wealth Partners represents exactly the kind of firm we look for in a partner - deeply client-centric, fiduciary in everything they do, and genuinely expert in a niche that matters to a growing segment of high-net-worth clients," said Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners. "Will, Isaac, and their team have built something truly special in Portland, and we couldn't be more excited to welcome them to the Cerity Partners family." "Joining Cerity Partners is a transformative step for our team and our clients," said Isaac Presley, President and CEO at Cordant Wealth Partners. "Cerity Partners gives us the resources and expanded capabilities to serve all our clients at an even higher level. And for our clients who are navigating complex tech compensation and equity decisions, the expanded capabilities we now have access to are genuinely game-changing." "We have always believed that our clients deserve the very best: the most sophisticated planning, the deepest expertise, and a team invested in their long-term success," said William Anfuso, Founder of Cordant Wealth Partners. "Cerity Partners gives us the resources to deliver all that and more." About Cordant Wealth Partners Founded in 2010, Cordant Wealth Partners is a Portland, Oregon-based registered investment advisory firm specializing in holistic financial planning and wealth management. For more information, visit cordantwealth.com. ECHELON Partners served as the exclusive financial advisor to Cordant Wealth Partners, and Katz Teller provided legal counsel.
Cerity Partners expands tax and accounting capabilities with merger of Allmon, DiBernardo & Associates. Press Releases | Jun 1, 2026 Cerity Partners, a leading independent wealth management and financial advisory firm, today announced a merger with Allmon, DiBernardo & Associates (ADA), a California-based CPA and tax planning firm, into its El Segundo, California, practice. Founded in 1999 and headquartered in Torrance, California, ADA has built its reputation on a bold promise: delivering proactive, bespoke tax strategies that materially reduce the tax burden for business owners, high-net-worth individuals and families, and real estate investors. The addition of ADA strengthens Cerity Partners' tax and accounting offerings and specialized services, such as fractional CFO capabilities and full-service bookkeeping, that complement the firm's wealth management and investment advisory offerings. "Allmon, DiBernardo & Associates' commitment to proactive, results-driven tax planning - and the high quality service they provide to business owners and high-net-worth individuals and families - is a natural fit with what we do at Cerity Partners," said Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners. "This merger enhances our ability to deliver fully integrated wealth management, investment advisory and tax services in Southern California, and we are proud to welcome our talented new colleagues to the Cerity Partners family." "We have long believed that the most impactful financial advice happens at the intersection of wealth management and tax strategy, and ADA has spent decades proving that in practice," said Jim Schlager, Partner and Practice Leader of Cerity Partners' El Segundo practice. "Their expertise in tax planning, their fractional CFO capabilities, and their deep commitment to their clients' long-term legacy make them an outstanding addition to our El Segundo practice. We're genuinely excited about what we'll be able to deliver together for our clients." About Allmon, DiBernardo & Associates Founded in 1999 and based in Torrance, California, Allmon, DiBernardo & Associates is a full-service CPA and tax planning firm serving business owners, high-net-worth individuals and families, and real estate investors nationwide. The firm specializes in proactive tax strategies, including tax preparation, tax planning and projections, full-service bookkeeping, and fractional CFO services. Hue Partners represented Allmon, DiBernardo & Associates in this combination.
Cerity Partners ranked #1 on Barron's 2026 Top 100 Institutional Consulting Teams list. May 19, 2026, 09:05 ET NEW YORK, May 19, 2026 /PRNewswire/ - Cerity Partners, a leading independent wealth management firm, announced today that its Retirement Plan Consulting practice has been ranked #1 on Barron's 2026 Top 100 Institutional Consulting Teams list. The annual ranking recognizes leading teams that serve institutional clients such as retirement plans, pension funds, endowments, and foundations. Barron's evaluates firms using both quantitative and qualitative factors, including assets under management, revenue, client retention, industry experience, team composition, and overall practice quality. "We are honored to be recognized by Barron's as the top institutional consulting team in America," said Tom Cohn, Partner and Chief Solutions Officer. "This distinction reflects the trust our clients place in us and the expertise, dedication, and disciplined guidance our Retirement Plan Consulting team brings to organizations across the country." The top ranking on Barron's 2026 list underscores the strength of Cerity Partner's institutional consulting capabilities and its commitment to helping clients confidently navigate complex retirement plan responsibilities through a rigorous process, independent thinking, and a genuine focus on fiduciary outcomes. For more, the full list is available online at barrons.com. Award Disclosures: The Barron's 2026 Top 100 Institutional Consulting Teams ranking was awarded in May 2026 based on data for the 12-month period ending December 31, 2025. Rankings are based on quantitative and qualitative criteria, including assets under management, revenue generated for the firm, client retention, industry experience, team composition, and compliance records. Neither Cerity Partners nor its employees paid a fee to obtain, use, or promote this ranking. The ranking is not indicative of future performance or of any one client's experience. About Cerity Partners Founded in 2009, Cerity Partners is a nationally recognized full-service wealth management firm serving high-net-worth and ultra-high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations. Learn more at ceritypartners.com. SOURCE Cerity Partners