Back to All People

Brendan Walsh, EA, MBA

Partner

Albany

Client Advisory

Biography

Brendan is a Partner and Wealth Advisor in the Cerity Partners Albany, NY office, where he provides comprehensive guidance across all aspects of his clients’ financial lives. His areas of experience include investments, estate and income tax planning, retirement planning, compensation and benefits, insurance, and charitable giving. Brendan works with a diverse client base spanning young professionals just beginning their financial journey, corporate executives, small business owners, and retirees.

With over 25 years of client advisory experience, Brendan brings deep experience gained across several prominent financial services firms. Prior to joining Cerity Partners, he served as Senior Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Earlier in his career, he held roles at Ayco, a Goldman Sachs Company.

A lifelong resident of the Albany area, Brendan is deeply rooted in the community he serves. Outside of work, he enjoys traveling with his family and cheering on his sons as they compete in baseball, basketball, and soccer.

Learn more about my practice.

Education

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

Highlights

  • IRS Enrolled Agent (EA)

Request an Introduction to Brendan Walsh

By clicking “Submit”, 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.

Meet Our Client Advisory Colleagues

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial goals and match you with an advisor well suited to your needs.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Find your ideal financial advisor with our personalized Concierge Program.

Call Us: (212) 202-1810

or Schedule a complimentary discovery call now:

Book Time Online Now

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Questions? (212) 202-1810

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: May 2026 Economic and Market Outlook

May 6, 2026 - In his May outlook, Partner and Chief Market Strategist Jim Lebenthal discusses the healthy skepticism he’s seeing regarding equity markets at all-time highs. He also…

Cerity Partners Named to USA TODAY’s Best Financial Advisory Firms List for 2026

May 5, 2026 - Cerity Partners has been named to USA TODAY’s Best Financial Advisory Firms list for 2026, developed with Statista—recognizing leading RIAs nationwide based on independent recommendations…

Cerity Partners Makes First Major Sports Investment as Title Sponsor of 2026 Hall of Fame Open

April 30, 2026 - Cerity Partners, a leading independent wealth management firm, today announced a multi-year partnership with the International Tennis Hall of Fame, becoming title sponsor of the…

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.

To improve your level of financial clarity, take the next step and download our financial worksheets by submitting your name and email address below.

Once you have completed the worksheets or if you have any questions, please call (212) 202-1810 to take the next steps in finding your clarity with one of our advisors.

Print your report here