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Kylie Miller, CPA, CFP®, MBA

Principal

Albany

Client Advisory

Biography

Kylie is a Principal in the Albany, NY office. She provides Family Office services to ultra-high net worth clients. Her experience includes investment management, generational wealth planning, estate and income tax planning, philanthropy, cash flow planning, and risk management. 

Prior to joining Cerity Partners, Kylie worked as an Associate Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Additional experience includes serving as a Tax Associate in Private Client Services at Andersen Tax.

Learn more about my practice.

Education

  • B.S. in Accounting from Siena College
  • MBA from Siena College

Highlights

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Serves as Co-Chair of the Junior Board of Directors of the Alzheimer's Association of Northeastern NY

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Learn about our Privacy Policy

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.