Cerity Partners Welcomes Todd Cassler as Chief Growth Officer

Cerity Partners Welcomes Todd Cassler as Chief Growth Officer

Cerity Partners has recently expanded its leadership team by appointing Todd Cassler as their first-ever Chief Growth Officer. This strategic move is designed to amplify the firm’s organic growth efforts and bolster its wealth management services.

Emphasizing Organic Growth

In his new role, Cassler will oversee the implementation of growth strategies aimed at enhancing the firm's capabilities. Kurt Miscinski, the firm's President and CEO, expressed enthusiasm about this appointment. He stated, "Hiring a leader dedicated to driving organic growth is crucial for enabling our teams to better serve clients and expand their practices." This dedication to growth aligns with Cerity's overarching objectives, and the team is optimistic about the potential advancements under Cassler's leadership.

Cassler's Background and Expertise

Todd Cassler brings more than 20 years of invaluable experience in the financial services sector. Prior to joining Cerity Partners, he was the Chief Strategy & Growth Officer at Mariner Wealth Advisors, where he led growth initiatives across various business units, including ultra-high-net-worth client services. Furthermore, he held prominent positions, such as President of Financial Institutions and Advisory Solutions at John Hancock Investments.

His leadership also extends internationally, having managed U.S. and EMEA institutional distribution at one of the world's largest asset management firms, Manulife Investment Management. This diverse background equips him with a unique perspective to enhance Cerity Partners' operations.

Excitement for the Future

Expressing his enthusiasm about joining Cerity Partners, Cassler remarked, "I am excited to be part of a firm known for its strong culture and its commitment to excellence. The impressive growth and quality advice services reflect the dedication of its team. I am eager to collaborate with such talented colleagues to drive continued success for our clients and the firm as a whole." His commitment to this mission signifies a promising future for Cerity Partners and its clients.

New Offices and Strategic Goals

Cassler will be based in Boston, where the firm has recently expanded its footprint with the opening of a new office. This strategic extension mirrors Cerity Partners’ objectives to serve clients more effectively and increase its market presence. The move emphasizes the firm’s commitment to growing within the competitive landscape of wealth management.

Educational Credentials and Community Involvement

Cassler holds an MBA from Sacred Heart University and a BA from Western Connecticut State University. He is involved in professional and philanthropic activities, being an active member of the Young Presidents' Organization (YPO). Furthermore, he serves on multiple boards, including the Welch Business School at Sacred Heart University and Junior Achievement Americas, demonstrating both his commitment to education and leadership within the community.

He is also involved with Montrose School and provides advisory services to Anasova, along with serving as an Honorary Trustee for the Boston Children's Museum. These roles reflect his dedication to fostering growth and development, not only within the financial sector but also in the broader community.

About Cerity Partners

Founded in 2009, Cerity Partners has established itself as a nationally recognized full-service wealth management firm. The firm caters to high-net-worth individuals, families, businesses, and nonprofit organizations, providing tailored services to meet diverse financial needs.

Frequently Asked Questions

What role will Todd Cassler play at Cerity Partners?

Todd Cassler will serve as the Chief Growth Officer, focusing on driving the firm's organic growth strategy.

What are Todd Cassler's previous experiences?

Before joining Cerity Partners, Cassler was the Chief Strategy & Growth Officer at Mariner Wealth Advisors and held key roles at John Hancock Investments and Manulife Investment Management.

Why is this appointment significant for Cerity Partners?

This appointment is significant as it aims to enhance the firm’s capacity to grow and serve its clients more effectively, aligning with its ambitious objectives.

Where will Todd Cassler be based?

Cassler will be based in Boston, where Cerity Partners is expanding its presence with a new office.

What is the mission of Cerity Partners?

Cerity Partners aims to provide high-quality wealth management services to high-net-worth individuals, families, and nonprofit organizations, ensuring a personalized approach to meet financial goals.

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