{"id":183352,"date":"2026-04-02T12:57:07","date_gmt":"2026-04-02T12:57:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ny\/183352\/"},"modified":"2026-04-02T12:57:07","modified_gmt":"2026-04-02T12:57:07","slug":"covenant-partners-merges-with-nyc-wealth-management-firm-finance","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ny\/183352\/","title":{"rendered":"Covenant Partners merges with NYC wealth management firm | Finance"},"content":{"rendered":"<p>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.<\/p>\n<p>                        <img loading=\"lazy\" decoding=\"async\" src=\"data:image\/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAQAAAADCAQAAAAe\/WZNAAAAEElEQVR42mM8U88ABowYDABAxQPltt5zqAAAAABJRU5ErkJggg==\" alt=\"CERITY-LARGE_Todd-Glisson.webp\" class=\"img-responsive lazyload full default\" width=\"1626\" height=\"1274\" data- data-\/><\/p>\n<p>Todd Glisson<\/p>\n<p>                                    Photo: Cerity Partners<\/p>\n<p>According to a release, the transaction is being called a merger and marks Cerity\u2019s entry into the Tennessee market. Covenant Partners will now operate via the Cerity Partners name.<\/p>\n<p>Cerity was founded in 2009 as HPM Partners (rebranding to Cerity in 2019) and maintains offices in 20 U.S. states.<\/p>\n<p>Founded in Nashville in 1997 and with a Green Hills office, Covenant Partners is led by co-founders Todd Glisson and J. Banks Link.<\/p>\n<p>\u201cWe have dedicated almost three decades to doing things with intention, discretion and a singular focus on our clients\u2019 well-being,\u201d Glisson said in the release.<\/p>\n<p>\u201cClients of Covenant Partners will benefit from Cerity Partners\u2019 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.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"Local boutique wealth management firm Covenant Partners announced Wednesday it is now affiliated with Cerity Partners, a New&hellip;\n","protected":false},"author":2,"featured_media":183353,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[73799,9,56,63,65,64,16452],"class_list":{"0":"post-183352","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-new-york-city","8":"tag-cerity-partners","9":"tag-new-york","10":"tag-ny","11":"tag-nyc","12":"tag-nyc-headlines","13":"tag-nyc-news","14":"tag-wealth-management"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/183352","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/comments?post=183352"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/posts\/183352\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media\/183353"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/media?parent=183352"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/categories?post=183352"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ny\/wp-json\/wp\/v2\/tags?post=183352"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}