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Katelyn Christiansen, MBA

Partner

Albany

Client Advisory

Biography

Katelyn is a Principal in the Albany, NY office. She works alongside wealth advisors and their clients to achieve their financial planning objectives, including asset allocation and investment selection, estate planning, income tax planning, and retirement/cash flow planning. 

Prior to joining Cerity Partners, Katelyn worked as a Senior Financial Planner at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Her earlier career includes serving as CFO for Murnane Building Contractors and was Vice President in Foundational Counseling at Ayco, a Goldman Sachs Company.

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Education

  • B.S. in Business Administration from the College of Saint Rose
  • MBA in Business Administration from the College of Saint Rose

Highlights

  • Teaches Personal Finance workshops at Hudson Valley Community College through the Workforce Development and Community Education program

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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.