Joseph Vet

Joseph Vet, Jr. is a wealth-management professional based in Albany, New York, currently a Partner and Wealth Advisor at Cerity Partners, the national advisory firm that Graypoint LLC merged into. Before that merger he served as Senior Vice President of Financial Counseling and Chief Operating Officer at Graypoint, a comprehensive financial planning and wealth management firm in New York's Capital Region. He holds a B.S. in Accounting from Le Moyne College and is a Certified Public Accountant (CPA).

His firm lineage runs through several affiliated Albany-area wealth entities. He is associated with Bender Lane Advisory — a multi-family office founded in 2002 by Dan Rutnik (a 20-year Ayco/Goldman Sachs veteran) that serves ultra-high-net-worth families. In 2019, Bender Lane Advisory combined with Hugh Johnson Advisors to form JNB Advisors LLC (~$1.8 billion AUM, 33 employees, headquartered at 4 Tower Place, Albany). The benderlaneadvisory.com domain — the source of his listed email — now resolves to the Graypoint/Cerity wealth-management brand.

Earlier in his career, Vet was Vice President in the Family Office (Encompass) group at Ayco, a Goldman Sachs Company, where he provided financial counseling to high-net-worth clients. His prior roles include Senior Tax Associate at Sanford C. Bernstein & Co., Senior Tax Consultant at Deloitte & Touche LLP, and Staff Accountant at Pattison, Koskey, & Rath PC. His practice centers on family-office services: investment management, generational wealth and estate planning, income tax planning, philanthropy, cash-flow planning, and risk management. He has also served on the Board of Directors of the Alzheimer's Association of Northeastern New York.

• Operates as a wealth advisor / family-office practitioner, not a startup investor; his "investing" is portfolio and financial-planning work on behalf of ultra-high-net-worth (UHNW) client families.
• Focus areas (per firm bio): investment management, generational/estate planning, income and estate tax planning, philanthropy, cash-flow planning, and risk management.
• Client base is UHNW individuals and families in the New York Capital Region and nationally, served through a multi-family-office model.
• No publicly stated venture/angel thesis, sector preference, or check size could be verified. Any "Seed Round / Angel Investor" framing appears to be an aggregator mislabel.