Wealthmanagement iconWealthmanagementSep 22, 2026

Cerity Partners Adds $1.4B in Teams from Shufro Rose & Co.

Two advisory groups managing $1.4 billion are leaving the New York firm for Cerity, following two other teams that departed in July for Wealth Enhancement.

Cerity Partners Adds $1.4B in Teams from Shufro Rose & Co.

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Two advisory groups managing $1.4 billion are leaving the New York firm for Cerity, following two other teams that departed in July for Wealth Enhancement.

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Two advisory groups managing $1.4 billion are leaving the New York firm for Cerity, following two other teams that departed in July for Wealth Enhancement.

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