Client Advisory

Biography

Marissa is a Senior Principal & Wealth Advisor in the Saratoga Springs, NY office. Working with individuals, families, corporate executives, and business owners, she offers holistic financial planning tailored to each individual client’s needs. She advises clients on all aspects of their financial lives, including investments, estate and income tax planning, compensation and benefits, insurance, and charitable giving. 

Prior to joining Cerity Partners, Marissa worked as a 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 Financial Planner in Financial Counseling at Ayco, a Goldman Sachs Company. 

Education

  • B.S. in Mathematics & Economics from Union College

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Serves on the Board of Directors for Make-A-Wish® Vermont & Northeast New York
  • Selected by Albany Business Review as a 40 Under 40 honoree
  • Named by Saratoga TODAY as one of Saratoga County's Women of Influence

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