Client Advisory

Biography

Brian Juliano is a Senior Associate in the Saratoga Springs office. He is a part of the Wealth Management team where he supports individuals, families, businesses, and executives in achieving their financial goals through comprehensive financial planning and strategic guidance.

Prior to joining Cerity Partners, Brian served as an Analyst/Associate at Goldman Sachs Ayco for over 5 years in the Executive Financial Management division where he worked across multiple financial advisor teams. He played a key role in client onboarding and financial planning along with servicing day-to-day operations. With a strong foundation in wealth management, his background also includes experience in legislative policy, sales, management, and real estate, reflecting a diverse and client-focused career path. Known for his analytical mindset, collaborative spirit, and commitment to excellence, Brian is passionate about helping clients navigate complex financial landscapes with clarity and confidence.

In his spare time, Brian enjoys spending time with his family, watching sports, reading, and distance running. Lastly, he is an avid fan of wellness practices such as cold plunges and saunas.

Education

  • Bachelor of Arts (B.A.) in Criminal Justice with University Honors from The University at Albany, State University of New York

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