Graypoint LLC provides financial advisory and investment management services tailored to the unique objectives of families, individuals, and nonprofit organizations.

Graypoint LLC

Graypoint LLC | 1,829 followers on LinkedIn. Where wealth meets purpose. | Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations.  Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.

Sean Leonard

Senior Vice-President Graypoint LLC

Harry Shamlian, CFP®, EA

Graypoint LLC, Where Wealth Meets Purpose

Renee Whittet

Senior Vice President | Graypoint LLC

Lissa McNaughton

What an incredible day at Siena College for the annual Alzheimer's Association® Walk to End Alzheimer’s! Graypoint was a very proud Gold Sponsor of the event, led by our own Joseph Vet, Jr , the 2024 Albany Walk Co-chair, and our Jr. Board members Kylie Miller, CPA, CFP® and Jacqueline Bodmer Huerter . We had a fantastic turnout with 50 team members that included associates, family, friends, and even some furry companions. We are thrilled to share that the event raised over $300,000, with the Graypoint team contributing over $12,000—making us the second-highest fundraising team! Every dollar raised helps advance care, support, and research for Alzheimer’s. From face-to-face support to online education programs and groundbreaking research initiatives, our efforts are making a real difference in the lives of those affected by this disease. Thank you to everyone who participated and supported us. Together, we are making strides towards a world without Alzheimer’s. #wherewealthmeetspurpose #ENDALZ #walk2endalz #togetherwecan #endalzheimers

🍪 The Great Cookie Election🍪 In the spirit of the presidential election, we hosted a *chocolate chip cookie contest*—because if cookies could run for office, we’d definitely vote for the one that leaves us with the most satisfying bite! Congratulations to Lissa McNaughton for taking the win! #wherewealthmeetspurpose #culture

🎃👻 Celebrating Halloween with the Graypoint LLC Family! 👻🎃 We had an amazing time celebrating Halloween with our Graypoint family! From creative costumes to spooky treats, the afternoon was filled with laughter and great memories. A big thank you to everyone who joined in the fun! It’s moments like these that strengthen our team spirit and foster connections. #wherewealthmeetspurpose #culture

Graypoint LLC was a proud sponsor of the Twin Rivers Council BSA Distinguished Citizen Award Dinner at the Troy Hilton Garden Inn, with our very own Alicia Lasch serving as the night’s MC. The event was a tremendous success, raising over $100,000! This vital support ensures the continuation of scout programming for youth across the Capital Region, making a lasting impact on our community. #wherewealthmeetspurpose #community

Graypoint is proud to sponsor and attend The HVCC Foundation Annual Gala. The event raises money to enhance scholarship opportunities, provide instructional equipment and support new academic initiatives that prepare students for the workforce of tomorrow. Thank you Hudson Valley Community College for being an academic pillar of our capital region community for over 70 years. #capitalregion #education #nonprofit

Graypoint LLC 's own Roberta Rocas had a wonderful time at the Animal Protective Foundation fundraiser this weekend – aptly named the Fur Ball! What a great opportunity to raise money for APF’s work and reconnect with wonderful friends like Lynn Coles ! #nonprofits #community #wherewealthmeetspurpose

What a beautiful day for our 3rd annual Graypoint LLC golf outing. From friendly competitions to laughter-filled moments, this outing reminded us how important it is to bond outside of our usual routines. Big thanks to everyone who participated and helped organize the day! Looking forward to more events like this that strengthen our team spirit. Here’s to swinging for success—both on and off the course! #wherewealthmeetspurpose #culture

Congratulations on your one-year Graypoint-iversary, Hamza Elhabbal ! It’s a great milestone, and we hope you take a moment to celebrate all your hard work and accomplishments over the past year. #wherewealthmeetspurpose #culture

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