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Lissa McNaughton , MBA

Senior Principal

Albany

Client Advisory

Biography

Lissa is a Senior 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, Lissa 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. Before joining Graypoint, Lissa worked as a financial advisor at two Albany-based financial services firms, and served in various roles at Ayco, a Goldman Sach Company, for over 20 years.

Learn more about my practice.

Education

  • B.S. in Chemistry from Le Moyne College
  • MBA from the College of William & Mary

Highlights

  • Serves as Co-Chair for the Academy of the Holy Names Board of Trustees
  • Serves on the Board of Trustees for the Teresian House and the Teresian House Foundation
  • Served on the Board of Regents at LeMoyne College
  • Served on the Board of the NY Capital Region Hispanic Chamber of Commerce

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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.