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Cerity Partners' Tom Cohn and Amita Schultes - combining an OCIO with a $100B wealth management practice
Welcome back to the Alt Goes Mainstream podcast.
Today’s episode dives into one of the most topical trends in the evolution of wealth management platforms and their adoption of private markets.
We are joined by Tom Cohn and Amita Schultes of Cerity Partners, where they discuss the recent combination of their two respective businesses, Cerity Partners, the $100B+ national wealth management firm, and Agility, a leading OCIO business.
Tom and Amita discuss their merger, why there was a need to create customization for wealth investors in private markets, and how bringing on a leading OCIO…
The skinny
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