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Jeff Harris, MBA

Partner

Albany

Client Advisory

Biography

Jeff is a Partner & Wealth Advisor in the Albany, NY office. Working with individuals, families, corporate executives, and business owners, he offers holistic financial planning tailored to each individual client’s needs. He advises clients on all aspects of their financial lives, including investments, estate and income tax planning, compensation and benefits, insurance, and charitable giving. 

Prior to joining Cerity Partners, Jeff 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. Earlier in his career, he was an Advisor and Vice President at Ayco, a Goldman Sachs Company.

Learn more about my practice.

Education

  • B.S. in Business Administration from St. Michael's College
  • MBA in Finance from the University at Albany

Highlights

  • Serves on the Board of Directors of Building on Love
  • Serves on the Advisory Board of St. Pius X School

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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.