Lauren Mallon is a Senior Principal & Wealth Advisor at Cerity Partners. Lauren works with individuals, families, corporate executives, institutions, and business owners, she offers holistic financial planning tailored to each individual client’s needs. She advises clients on all aspects of their financial lives, including investments, estate and income tax planning, compensation and benefits, insurance, and charitable giving.
Prior to joining Cerity Partners, Lauren worked as a Vice President at Graypoint LLC, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Lauren was the youngest Partner at Graypoint LLC. Her earlier career includes serving as an Associate Wealth Manager with Bank of New York Mellon Wealth Management and Financial Planner in Financial Counseling at Ayco, A Goldman Sachs Company.
Lauren is on the Siena University Board of Advisors (BOA) and the Siena University Private Wealth Management Advisory Board. Also in the community, Lauren serves on the Sunnyview Rehabilitation Hospital Foundation board, in Schenectady, NY.
Lauren received a Bachelor of Science in Finance from Siena University and is a Certified Financial Planner.