#146 - Kurt Miscinski: Architecting a Firm that Lasts: Strategy, Culture, and Ownership at Cerity Partners

Episode notes

Kurt Miscinski is the co-founder, CEO, and President of Cerity Partners, one of the fastest-growing firms in the wealth management space. Today, Cerity manages over $130 billion in client assets - but it started with a different vision: to create the first truly global, enduring professional services firm in wealth, drawing inspiration from firms like McKinsey and Deloitte, but applying it in a field that historically hasn’t operated that way. In this conversation, Kurt shares how that vision came to life - not through consolidation, but through a partnership ethos and a language shift that reframed everything from equity to culture. This is a story of architecture: how to build a firm that scales without losing its soul, and how to align incentives, ownership, and strategy to fuel long-term value.

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