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Biography

Robert Siri is a Senior Associate working out of the New York City and Saratoga Springs offices. He is a member of the Executive Financial Counseling team, providing holistic financial planning and wealth advisory services to executives and high-net-worth individuals.

Prior to joining Cerity Partners, Robert spent over six years at Goldman Sachs Ayco as an Associate Financial Planner in the Executive Financial Management division, where he provided comprehensive financial and tax planning services, including tax return preparation, for corporate executives.

Learn more about my practice.

Education

  • MBA, Siena College
  • B.S. in Business Administration, Minor in Finance, Hartwick College

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Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

Integrating Opportunity Zone Investments and Estate Planning

February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds…

Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients

February 11, 2026 - Cerity Partners announced a merger with Verus Investments, a leading institutional investment consulting firm with approximately $1.2 trillion in client assets. The combined firm will…

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: February 2026 Economic and Market Outlook

February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…

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