June 3, 2021
From Start-Up to $31B Behemoth RIA: The Catalysts Behind the Growth of Mega-Firm Cerity Partners
The Diamond Podcast for Financial AdvisorsAbout this episode
Kurt Miscinski shares how a serendipitous meeting with billionaire entrepreneur Howard Milstein led to the 2009 launch of HPM Partners. After starting from zero, the firm now Cerity Partners, manages over $31B in assets for ultra-high net worth clients and corporate executives.