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Brendan Walsh, EA, MBA

Partner

Albany

Client Advisory

Biography

Brendan is a Partner & Wealth Advisor in the Albany, NY office. He offers financial planning services across areas such as investments, tax, estate, and retirement planning for individuals, families, corporate executives, and business owners. He advises clients on all aspects of their financial lives, including investments, estate and income tax planning, retirement, compensation and benefits, insurance, and charitable giving.  

Prior to joining Cerity Partners, Brendan worked as a Senior Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Brendan has over 20 years of client advisory experience and has worked at several financial services firms, including Ayco, a Goldman Sachs Company.

Learn more about my practice.

Education

  • B.A. in Economics from St. John Fisher College
  • MBA from University at Albany

Highlights

  • IRS Enrolled Agent (EA)

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