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Jim DiLorenzo

Associate

Albany

Client Advisory

Biography

Jim is an Associate in the Albany, NY office. He is an integral member of the client advisory team and is responsible for providing client support in the areas of operations, investments, reporting and financial analysis.

Prior to joining Cerity Partners, Jim worked as a Client Analyst at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Jim was previously employed by Ayco, a Goldman Sachs Company, where he worked as an analyst for a client service and trading team.

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Education

  • B.S. in Business Administration from University at Albany

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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.