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NEW YORK, Sept. 9, 2024 ~ Cerity Partners, a prominent independent wealth management firm in the United States, has announced the appointment of Todd Cassler as their first Chief Growth Officer. In this newly created role, Cassler will be responsible for driving the firm's growth strategy across all business units.
The decision to bring on Cassler comes at a time of significant growth for Cerity Partners. According to Kurt Miscinski, President and CEO of the firm, having a dedicated leader focused on organic growth will greatly enhance their ability to expand their practices and serve a wider range of clients. Miscinski also expressed excitement about Cassler's extensive industry experience and how it aligns perfectly with Cerity Partners' ambitious growth objectives.
With over 20 years in the financial services industry, Cassler brings a wealth of knowledge and expertise to his new role. Most recently, he served as Chief Strategy & Growth Officer at Mariner Wealth Advisors, where he led enterprise growth across all business units including their ultra-high-net-worth practice and Mariner Advisor Network. Prior to this, Cassler held key leadership positions at John Hancock Investments and Manulife Investment Management.
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In his new role at Cerity Partners, Cassler is eager to join a firm known for its strong culture, dedication to colleagues, and commitment to excellence. He believes that the impressive growth and top-notch advice offerings are a testament to the hard work and passion of the team. Cassler looks forward to working alongside such talented colleagues and contributing to continued success for clients and the firm.
Based in Boston, where Cerity Partners recently opened a new office, Cassler holds an MBA from Sacred Heart University and a BA from Western Connecticut State University. He is an active member of the Young Presidents' Organization (YPO) and serves on several boards including Sacred Heart University's Welch Business School, Junior Achievement Americas, and Montrose School. Additionally, he advises Anasova and is an Honorary Trustee of the Boston Children's Museum.
Cassler's appointment as Chief Growth Officer is a significant step for Cerity Partners as they continue to expand their presence and offerings in the wealth management industry. With his extensive experience and proven track record, Cassler is poised to play a crucial role in driving the firm's growth strategy and further solidifying its position as a leader in the field.
The decision to bring on Cassler comes at a time of significant growth for Cerity Partners. According to Kurt Miscinski, President and CEO of the firm, having a dedicated leader focused on organic growth will greatly enhance their ability to expand their practices and serve a wider range of clients. Miscinski also expressed excitement about Cassler's extensive industry experience and how it aligns perfectly with Cerity Partners' ambitious growth objectives.
With over 20 years in the financial services industry, Cassler brings a wealth of knowledge and expertise to his new role. Most recently, he served as Chief Strategy & Growth Officer at Mariner Wealth Advisors, where he led enterprise growth across all business units including their ultra-high-net-worth practice and Mariner Advisor Network. Prior to this, Cassler held key leadership positions at John Hancock Investments and Manulife Investment Management.
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In his new role at Cerity Partners, Cassler is eager to join a firm known for its strong culture, dedication to colleagues, and commitment to excellence. He believes that the impressive growth and top-notch advice offerings are a testament to the hard work and passion of the team. Cassler looks forward to working alongside such talented colleagues and contributing to continued success for clients and the firm.
Based in Boston, where Cerity Partners recently opened a new office, Cassler holds an MBA from Sacred Heart University and a BA from Western Connecticut State University. He is an active member of the Young Presidents' Organization (YPO) and serves on several boards including Sacred Heart University's Welch Business School, Junior Achievement Americas, and Montrose School. Additionally, he advises Anasova and is an Honorary Trustee of the Boston Children's Museum.
Cassler's appointment as Chief Growth Officer is a significant step for Cerity Partners as they continue to expand their presence and offerings in the wealth management industry. With his extensive experience and proven track record, Cassler is poised to play a crucial role in driving the firm's growth strategy and further solidifying its position as a leader in the field.
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