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Joe Mitchell, JD, MBA

Partner

Albany

Client Advisory

Biography

Joe 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, Joe 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. Additionally, Joe spent many years serving as Senior Account Manager at Ayco, a Goldman Sachs Company. 

Learn more about my practice.

Education

  • B.S. in Accounting from Le Moyne College
  • J.D. from Albany Law School

Highlights

  • Juris Doctor
  • Serves on the Board of Directors of the Academy of the Holy Names
  • Serves on the Board of Directors of Catholic Charities of the Diocese of Albany
  • Serves on the Endowment Board of the Center for Disability Services

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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.