Michael Mannix, CFP®, MBA

Senior Associate

Albany

Client Advisory

Biography

Michael 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, Michael 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 previous experience includes serving as a Wealth Manager in the Personal Financial Management Division at Ayco, a Goldman Sachs Company. 

Education

  • B.S. in Business Economics from SUNY Oneonta
  • MBA from the University at Albany

Highlights

  • Certified Financial Planner (CFP)

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