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Biography

Toni is an Associate in the Albany, NY office. She works closely with Family Office wealth advisors and their ultra-high net worth clients on bill pay, cash management and personal accounting matters.

Prior to joining Cerity Partners, Toni worked as a Personal Account Associate at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Her previous experience includes positions within the accounting and finance department of KPMG, Chase, and Nationwide insurance.

Learn more about my practice.

Education

  • B.S. in Finance from Ohio University
  • MBA from Ashland University

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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.