Ep. 296: From Chaos to Cohesion: Inside Cerity Partners’ Tech-Driven M&A Playbook with Stefan Ludlow

Cerity Partners isn’t just acquiring firms — it’s building one. In this episode, we sit down with Stefan Ludlow, Chief Technology Officer of Cerity Partners, for a deep dive into the infrastructure, strategy, and operational discipline behind one of the fastest-growing RIAs in the country. They unpack what it really takes to scale with intention: […]