Client Advisory

Biography

Chris is a Partner & Wealth Advisor in the Saratoga Springs, NY office. He provides Family Office services to ultra-high net worth clients. His experience includes investment management, generational wealth planning, estate and income tax planning, philanthropy, cash flow planning, and risk management. 

Prior to joining Cerity Partners, Chris 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. Chris joined Graypoint in 2014 after being employed by Ayco, a Goldman Sachs Company, for 11 years as Vice President – Family Office. Prior to that role, Chris was employed as a Senior Accountant at KPMG, LLP.

Education

  • B.S. in Accounting from Siena College

Highlights

  • Certified Public Accountant (CPA)

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