Cerity Partners

During Larry's time as CFO, Cerity Partners has been one of the fastest-growing independent financial services firms in the nation. It provides wealth management services to individuals, business owners, and nonprofit organizations. Since its founding in 2009, the firm has grown to over $25B of AUM, with over 200 employees serving clients out of nine locations throughout the country. Cerity Partners has reputation for excellence and has been recognized for achievements and innovation in the wealth management and retirement plan consulting space, including being named one of the Best Places to Work for Financial Advisors by InvestmentNews. Under Larry’s financial leadership as CFO, beginning in 2010, Cerity Partners has transformed from a start-up business to a growth company as a result of sustained organic growth. It also completed eight acquisitions, including four in 2019. Larry’s areas of expertise include strategic financial planning and analytics, business valuation, merger implementation, and business integration. Larry has been recognized by his colleagues and industry peers for working collaboratively in managing complex change in a fast-paced environment.