Kristopher Grimmer, CPA

Principal

Albany

Client Advisory

Biography

Kristopher is a Principal in the Albany, NY office. He provides Family Office services to ultra-high net worth clients. His experience includes investment management, generational wealth planning, estate and income tax planning, philanthropy, cash flow planning, and risk management. 

Prior to joining Cerity Partners, Kristopher worked as an Associate Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. His previous experience includes serving as Chief Operating Officer and Account Manager for Independent Family Office LLC and service in the Family Office at Ayco, a Goldman Sachs Company.

Education

  • B.S. in Finance from Siena College

Highlights

  • Certified Public Accountant (CPA)

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