Client Advisory

Biography

Jeff is a Partner and Wealth Advisor in the Albany and Saratoga Springs, NY offices. He is a member of the Executive Financial Counseling practice, providing holistic financial planning to individuals, families, corporate executives, and business owners.

Jeff brings two decades of industry experience to Cerity Partners, including his prior role as Senior Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm, and earlier experience at Goldman Sachs, most recently serving as a Vice President in their Executive Financial Management division.

Throughout his career, Jeff has found fulfillment in becoming a trusted partner in his clients’ financial lives, advising on all aspects of their financial picture with skill and personal care. In his spare time, Jeff enjoys spending time with his wife and four children, staying active in many outdoor sports, reading, and staying involved in his local community.

Education

  • Master of Business Administration (MBA), University at Albany
  • Bachelor of Science (B.S.) in Business Administration, St. Michael's College (Colchester, VT)

Highlights

  • Extensive experience in comprehensive wealth planning, including investment management, company benefit planning, insurance, estate and income tax planning, cash flow and charitable giving strategies.
  • Life, Accident & Health Licensed insurance professional, with experience in insurance optimization strategies and risk management planning.
  • Active community involvement, including serving on the Board of Directors of Building on Love (Cohoes, NY) and Advisory Board of St. Pius X School (Loudonville, NY).

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