Cerity Partners Merging With Agility
Posted on 04/09/2024
Established in 2009, Cerity Partners is a wealth management firm in the U.S. It announced that it is combining with Denver’s Agility, a provider of outsourced chief investment officer (OCIO) solutions for endowments, foundations, family offices, corporations, healthcare organizations, and others. Upon closing, Agility will form Cerity Partners OCIO. Agility’s OCIO practice will serve as…
