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Lauren Smith Mallon, CFP®

Senior Principal

Albany

Client Advisory

Biography

Lauren is a Senior Principal & Wealth Advisor in the Albany, 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, Lauren 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 an Associate Wealth Manager with Bank of New York Mellon Wealth Management and Financial Planner in Financial Counseling at Ayco, A Goldman Sachs Company. 

Learn more about my practice.

Education

  • B.S. in Finance from Siena College

Highlights

  • Certified Financial Planner (CFP)
  • Serves on the Board of Directors of Sunnyview Rehabilitation Hospital
  • Serves on the Board of Directors of Franklin Community Center

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.