April 9, 2024

Willkie advised Cerity Partners, a leading independent wealth management firm in the U.S., in its combination with Agility, a provider of outsourced chief investment officer (OCIO) solutions for endowments, foundations, family offices, corporations, healthcare organizations, and other clientele. 

On April 8, Cerity Partners announced that it is combining with Denver-based Agility to form Cerity Partners OCIO. The addition of Agility will expand Cerity Partners' capabilities through outsourced chief investment officer services to non-profit organizations, ultra-high-net-worth individuals, and family offices. Cerity Partners will manage approximately $100 billion in client assets.

Founded in 2009, Cerity Partners is a nationally recognized financial and wealth advisory firm serving high-net-worth individuals and their families, businesses and their leadership teams, and nonprofit organizations.

The Willkie team was led by partners Jeffrey Poss and Manuel Miranda and associate Augustine Donati, and included partners Jordan Messinger, Elliot Gluck and Bissie Bonner.