Michael Mannix

Michael Mannix, CFP®, MBA

Senior Associate

Albany

Client Advisory

Biography

Michael Mannix, CFP®, is a Senior Associate in the Albany, NY office, where he works alongside wealth advisors and their clients to help them achieve their financial planning objectives, including asset allocation and investment selection, estate planning, income tax planning, executive compensation and benefits, and retirement and cash flow planning.

Prior to joining Cerity Partners, Michael built his planning experience as a Senior Financial Planner at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Earlier in his career, he served as a Wealth Manager in the Personal Financial Management Division at Ayco, a Goldman Sachs Company.

Michael takes real satisfaction in supporting clients as they work toward their financial goals, and he brings that same enthusiasm to life outside the office, whether he’s traveling to a new destination with his wife, trying out a new restaurant, or working to shave a few strokes off his golf game.

Client Advisory Learn more about Michael’s practice

Education

  • Master of Business Administration (MBA) from University at Albany
  • B.S. in Business Economics from SUNY Oneonta

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Life, Accident & Health licensed in New York

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