Lowenstein Sandler represented leading independent wealth management and advisory firm Cerity Partners in its merger with Compass Wealth Management, expanding Cerity’s presence in the greater Atlanta demographic and broadening its holistic suite of wealth management services for private and corporate clientele. Compass will contribute approximately $340 million in assets under management and will operate under the Cerity Partners name.
The Lowenstein team included Marie T. DeFalco, Sam E. Khan, Adam Gakin, Sophia Mokotoff, Megan Monson, George Danenhauer, Jessica I. Stewart, Bryan Sterba, Kimberly E. Lomot, Billy Fausto Michaca, Alexander J. Anglim, Mark S. Heinzelmann, Manali Joglekar, and Talia Rubin.
