Jessica Lopez

Associate

Albany

Client Advisory

Biography

Jessica is an Associate in the Albany, NY office. She is an integral member of the client advisory team and is responsible for providing client support in the areas of operations, investments, reporting and financial analysis.

Prior to joining Cerity Partners, Jessica worked as a Client Analyst at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Jessica was previously employed by Arista Wealth Advisors where she was head of administrative tasks and operations.

Education

  • B.S. in Communication Sciences & Disorders from the College of Saint Rose

Request an Introduction to Jessica Lopez

By clicking “Submit”, 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.

Meet Our Client Advisory Colleagues