Local boutique wealth management firm Covenant Partners announced Wednesday it is now affiliated with Cerity Partners, a New York-based financial services company with about $147 billion in assets under management.
Todd Glisson
Photo: Cerity Partners
According to a release, the transaction is being called a merger and marks Cerity’s entry into the Tennessee market. Covenant Partners will now operate via the Cerity Partners name.
Cerity was founded in 2009 as HPM Partners (rebranding to Cerity in 2019) and maintains offices in 20 U.S. states.
Founded in Nashville in 1997 and with a Green Hills office, Covenant Partners is led by co-founders Todd Glisson and J. Banks Link.
“We have dedicated almost three decades to doing things with intention, discretion and a singular focus on our clients’ well-being,” Glisson said in the release.
“Clients of Covenant Partners will benefit from Cerity Partners’ full suite of wealth management and institutional investment services while continuing to receive the personalized, high-touch experience they have come to expect from us.”