The Diamond Podcast for Financial Advisors
From Start-Up to $31B Behemoth RIA: The Catalysts Behind the Growth of Mega-Firm Cerity Partners
June 03, 2021
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.
Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond independence to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape.
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