Cerity Partners Announces Merger with Covenant Partners LLC

NEW YORK, April 1, 2026 /PRNewswire/ -- Cerity Partners, a leading independent wealth management firm, today announced that it has merged with Covenant Partners LLC, a boutique wealth management firm based in Nashville, Tennessee. The partnership marks Cerity Partners' entry into the Tennessee market and reflects its continued growth through client-first advisory teams. Covenant Partners will operate under the Cerity Partners name. 

Founded in Nashville in 1997, Covenant Partners has built a distinguished reputation over almost three decades serving high-net-worth individuals and families through a deeply personal, boutique family office experience. The firm is guided by a simple, powerful philosophy: deliver exceptional service, build lasting relationships, and carry those relationships to families' next generations.

"Covenant Partners is a firm built by talented professionals who have an unwavering commitment to clients and a culture rooted in trust and integrity," said Claire O'Keefe, Partner and Head of Partner Development at Cerity Partners. "Nashville is one of the most dynamic and fast-growing markets, and we are proud to welcome our new partners and colleagues to the Cerity Partners family."

"We have dedicated almost three decades to doing things with intention, discretion, and a singular focus on our clients' well-being," said Todd D. Glisson, Cofounder of Covenant Partners. "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."

"We built something here that our clients value and respect, and that means everything to us," said J. Banks Link, Cofounder of Covenant Partners. "But we also built this firm to last. Joining Cerity Partners is how we honor the trusted relationships we've spent several decades nurturing. Our clients will still have us, but they will have a lot more behind us."

About Cerity Partners 

Founded in 2009, Cerity Partners is a nationally recognized wealth management firm serving high- and ultra-high-net-worth individuals and families, business owners, and institutions with comprehensive financial planning, investment, tax, and retirement solutions. 

About Covenant Partners LLC 

Founded in Nashville in 1997, Covenant Partners LLC is a private wealth management firm serving high-net-worth individuals and families through a boutique family office experience. The firm has a highly selective client base built on referrals, relationships, and a commitment to personalized service.

Gorman Jones represented Covenant Partners in this transaction.

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SOURCE Cerity Partners