Lowenstein Sandler is proud to have supported Cerity Partners LLC, a nationally recognized financial and wealth advisory firm serving high-net-worth individuals and their families, businesses and their leaders, and non-profit organizations, in its ongoing national expansion. The firm has represented Cerity in nine mergers with wealth and investment management firms across the country over the last two years, guiding 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.

Founded in 2009, Cerity Partners is one of the largest and fastest-growing independent wealth management firms in the U.S. From 15 markets across the U.S., the firm’s professionals serve over 25,000 clients and advise on approximately $73 billion in assets.

Relationship partner Marie DeFalco, co-Chair of Lowenstein’s Investment Management Group, Sam E. Khan, partner in the firm’s Mergers & Acquisitions practice, and numerous Lowenstein lawyers across many of the firm’s practices have supported Cerity as purchaser counsel in the following:

DeFalco says, “It is an honor to work with Cerity Partners as it grows its footprint across the United States, Like the lawyers at Lowenstein, the professionals at Cerity are passionate about and committed to providing valuable advice and oversight to clients.”

Cerity Partners ranked #11 on Barron’s 2023 Top 100 RIA Firms, and was named to Barron’s Top 100 Institutional Consulting list. RIA Intel named Cerity Partners RIA of the Year (Over $1 Billion AUM), and the firm was included in the list of FA Magazine America’s Top RIAs.

Lowenstein team members on various Cerity transactions include Marie T. DeFalco, Eric Jesse, Sam E. Khan, Andrew E. Graw, Mary J. Hildebrand, Sophia Mokotoff, Megan Monson, Christine Osvald-Mruz, Jean Nicolas “Nick” Samedi Jr, Brian A. Silikovitz, Matthew F. Cammarata, Taryn E. Cannataro, Manali Joglekar, Angela Raleigh, Judith G. Rubin, Bryan Sterba, Stacey C. Tyler, Oluwaseyi O. Amorin, Zachary L. Berliner, Maxwell Berteletti, Donna Calia, Christopher M. Cozzens, Zachary D. Furnald, Rebecca Glikman, Jessica I. Kriegsfeld, Melissa D. Libutti, Mitchell McDonald, Nathanie A. Perle, Elvis Pinos, Nigel Pura-Bryant, Vincent R. Scala, Yarissa Subervi, Amani Taha, Bryan A. Weisgal, Brian S. Winfield, and David J. Yovanoff.

About Lowenstein Sandler LLP
Lowenstein Sandler LLP is a national law firm with over 350 lawyers based in New York, Palo Alto, New Jersey, Utah, and Washington, D.C. The firm represents leaders in virtually every sector of the global economy, with particular emphasis on investment funds, life sciences, and technology. Recognized for its entrepreneurial spirit and high standard of client service, the firm is committed to the interests of its clients, colleagues, and communities.