Joseph Amicone, JD

Joe is a Principal working out of the New York City and Saratoga Springs offices. He has been advising high-net-worth individuals and families for over ten years. Joe’s counseling includes in-depth analyses and planning on investments, estate planning, taxes, risk management and company benefits. This broad knowledge base allows him to develop both short- and long-term financial planning strategies for clients of all levels of complexity.

Prior to joining Cerity Partners, Joe was a practicing attorney for more than a decade. His legal career included advising clients in economic development and commercial transactions, and even serving as Assistant Counsel to the Governor of New York State. His desire for building long-term relationships with clients made the transition to financial counseling a natural one and he became a Financial Advisor and then Vice President at Goldman Sachs Ayco. Joe joined Cerity Partners in the Spring of 2023.