Lowenstein Sandler represented leading independent wealth management and financial advisory firm Cerity Partners in its merger with the Contant-Leit and Wacht Groups of Shufro Rose & Co., two New York-based wealth advisory practices managing about $1.4 billion in assets. The transaction closed September 30, 2026.
The combination brings the Contant-Leit and Wacht Groups under the Cerity Partners name, providing their clients with access to the firm’s broader resources, expertise, and wealth management capabilities. The practices have longstanding, multigenerational client relationships and an average client relationship spanning 21 years.
The Lowenstein team included Marie T. DeFalco, Jean Nicolas “Nick” Samedi Jr., Vincent Scala, Adam Gakin, Sophia Mokotoff, Megan Monson, Jessica I. Stewart, George Danenhauer, Bryan Sterba, Kimberly E. Lomot, Billy Fausto Michaca, Alexander Anglim, Mark S. Heinzelmann, and Manali Joglekar CIPP/US, CIPP/E, CIPT.
