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Sean Leonard, CFA, MBA

Partner

Albany

Client Advisory

Biography

Sean is a Partner & Wealth Advisor in the Albany, NY office. Working with individuals, families, corporate executives, and business owners, he offers holistic financial planning tailored to each individual client’s needs. He advises clients on all aspects of their financial lives, including investments, estate and income tax planning, compensation and benefits, insurance, and charitable giving. 

Prior to joining Cerity Partners, Sean worked as a Senior Vice President and Chief Investment Officer at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Prior to Graypoint, Sean was a Managing Director and the Chief Investment Officer for the Rockefeller Capital Management Family Office. Before Rockefeller, Sean was a Senior Vice President and Chief Investment Officer at Ayco, a Goldman Sachs Company, working with several hundred advisors to solve needs for a wide spectrum of clients starting with mass affluent up through ultra-high net worth. His previous experience includes 10 years as a buyside generalist small cap analyst.

Learn more about my practice.

Education

  • B.A. in Mathematics with a concentration in Theoretical Mathematics from the University at Buffalo
  • MBA from the University at Albany

Highlights

  • Chartered Financial Analyst (CFA)
  • Serves on the Board of Directors of the Saratoga Performing Arts Center
  • Member of the JPMorgan Advisory Council

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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.