Lowenstein Sandler represented Cerity Partners, a leading independent wealth management firm in the U.S., in its merger with Oak Hill Wealth Advisors, a Lansdowne, VA-based wealth management firm.
This partnership will expand Cerity Partners’ footprint in the Washington, D.C. market, enabling the combined firm to enhance offerings for high-net-worth families, including generational wealth planning, financial and retirement planning, and investment management services. Oak Hill will operate under the Cerity Partners name.
On the same day, Lowenstein also represented Cerity in its merger with Graypoint, an Albany, NY–based advisory firm serving high-net-worth individuals, ultra-high-net-worth families, and institutions. Following the closing, Graypoint will rebrand under the Cerity Partners name, with its president and CEO, Daniel Nolan, joining as partner and vice chairman of Cerity Partners.
The partnership enhances Cerity’s Workplace Solutions offering, reflecting Graypoint’s strong track record advising corporate executives. It also expands institutional advisory capabilities, as Graypoint currently partners with more than 60 nonprofit organizations in New York’s capital region and beyond.
The Lowenstein team in the Oak Hill merger included Marie T. DeFalco, Sam E. Khan, Christopher M. Cozzens, Liam Rogan, Sophia Mokotoff, Bryan Sterba, Megan Monson, Jessica I. Kriegsfeld, Kimberly E. Lomot, Billy Fausto Michaca, Eric Jesse, Alexander S. Brown, Zachary D. Furnald, Manali Joglekar, and Zachary L. Berliner.
The Lowenstein team in the Graypoint merger included Marie DeFalco, Sam E. Khan, Zarema A. Jaramillo, Megan Monson, Bryan Sterba, Mark S. Heinzelmann, Eric Jesse, Alexander S. Brown, Manali Joglekar, Brianna Ferrante, Vincent Scala, Adam Gakin, Sydney J. Kaplan, Billy Fausto Michaca, Jessica I. Kriegsfeld, and Brian S. Winfield.
Lowenstein has represented Cerity Partners in numerous mergers with wealth and investment management firms across the country since 2022. Cerity, backed by private equity firms Genstar Capital and Lightyear Capital, has been a highly active consolidator in the RIA space. The firm is helping to guide Cerity as it strategically expands its services and locations to deliver estate, financial, tax, and compensation and benefit planning, tax preparation, personal financial administration, retirement plan advisory, and investment management services to its private and corporate clientele.
