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Lisbeth Mitchell

Principal

Albany

Client Advisory

Biography

Lisbeth is a Principal & Wealth Advisor in the Albany, NY office. She offers financial planning services across areas such as investments, tax, estate, and retirement planning for individuals, families, corporate executives, and business owners. She advises clients on all aspects of their financial lives, including investments, estate and income tax planning, retirement, compensation and benefits, insurance, and charitable giving. 

Prior to joining Cerity Partners, Lisbeth worked as a Vice President of Financial Counseling at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Her earlier career includes serving as a Financial Advisor at Merril Lynch and Senior Analyst in Private Wealth Management at Ayco, a Goldman Sachs Company.

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Education

  • B.S. in Organizational Management and Economics from Russell Sage College

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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.