Joe Vet, Jr., CPA

Joe is a Partner & Wealth Advisor in the Albany, 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, Joe worked as a Senior Vice President of Financial Counseling and Chief Operating Officer at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. His previous experience includes VP in the Family Office at Ayco, a Goldman Sachs Company, Senior Tax Associate at Sanford C. Bernstein & Co., Senior Tax Consultant at Deloitte & Touche LLP, and Staff Account at Pattison, Koskey, & Rath PC. 

Learn more about my practice.