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Biography

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

Prior to joining Cerity Partners, Carlee served as an Associate at Goldman Sachs Ayco for over five years in the Executive Financial Management division, providing comprehensive financial and tax planning services, including tax return preparation, for corporate executives.

In her spare time, Carlee enjoys spending time snowboarding, hiking, fishing, and is a dedicated dog owner.

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Education

  • Bachelor of Science (B.S.) in Finance, Siena College

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