Brendan Walsh , EA, MBA

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.

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