Practice Management
RIA: Lessons from experience
Kurt Miscinski
President and CEO, Cerity Partners
Eric Grey
Senior Vice President, Head of Financial Conglomerate and RIA Distribution

In this panel discussion, Kurt Miscinski, president and CEO of Cerity Partners, joins Capital Group’s Eric Grey, director of RIA Distribution, to share lessons learned from their experience in the RIA space. They discuss how Kurt’s practice was able to capitalize on the 2008 financial collapse, how a historically long bull market has masked portfolios drifting away from strategic allocations and provide some keys to building a successful practice that empowers everyone. They also cover how technology honed during the pandemic has changed the RIA operating model forever.

Kurt Miscinski is the president and chief executive officer of Cerity Partners, and is responsible for the strategic direction and management of the firm. He has more than 20 years of experience in the financial services industry. Kurt chairs the Operating Committee and Executive Committee. Kurt holds a Master of Business Administration from DePaul University.

Eric Grey is head of financial conglomerate and RIA distribution for the North American Client Group at Capital Group, home of American Funds. He has 29 years of investment industry experience and has been with Capital Group for 20 years.


Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
On or around July 1, 2024, American Funds Distributors, Inc. will be renamed Capital Client Group, Inc.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.