Cerity Partners agrees to merge with Shufro Rose’s Contant-Leit and Wacht wealth advisory groups

Bitget2026/09/22 13:13

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Cerity Partners plans to merge with the Contant-Leit and Wacht Groups from Shufro Rose, expanding its wealth advisory footprint in New York City.
The two practices manage about $1.4 billion in client assets; they will operate under the Cerity Partners brand.
Houlihan Lokey advised the Contant-Leit and Wacht Groups; Katz Teller provided legal counsel; Lowenstein Sandler advised Cerity Partners.

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Cerity Partners agrees to merge with Shufro Rose’s Contant-Leit and Wacht wealth advisory groups

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