Client Advisory

Biography

Mariah is a Principal in the Saratoga Springs, NY office. She supports an advisory team, providing Family Office services to ultra-high net worth clients. Her experience includes investment management, generational wealth planning, estate and income tax planning, philanthropy, cash flow planning, and risk management. 

Prior to joining Cerity Partners, Mariah 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. Her earlier career includes serving as Vice President in Foundational Counseling at Ayco, a Goldman Sachs Company and Financial Planner at Morgan Stanley. 

Education

  • B.S. in Finance from Rochester Institute of Technology

Highlights

  • Certified Financial Planner (CFP)
  • IRS Enrolled Agent (EA)

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