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Joe Fraser

Senior Associate

Albany

Client Advisory

Biography

Joe is a Senior Associate in the Albany, NY office. He 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, Joe worked as a Senior Financial Planner at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. His earlier career includes serving as the Accountant for the Greater Amsterdam School District and Financial Planner in the Family Office at Ayco, a Goldman Sachs Company. 

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Education

  • B.S. in Accounting from Ithaca College

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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.