Tania Vasquez
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Tania Vasquez

Principal
Tania is a Principal in the Orange County office and has over fifteen years of experience in the financial services industry. She is a member of the Investment Advisory practice, Central Operations team, and a member of the 401K Sub-Committee.

Prior to joining Cerity Partners, Tania worked for Bank of America Private Wealth Management as a Senior Clerical Specialist. She was a Portfolio Assistant with Deutsche Bank Private Wealth Management, eventually becoming an Assistant Vice President. As a Portfolio Assistant, Tania supported Wealth Advisors in the management of high net worth client investment portfolios, implemented equity, fixed income, mutual fund trading and ensured proper settlement. She was also a Relationship Coordinator where she assisted Private Bankers in building investment proposals for client and prospective client meetings, opened new client accounts and addressed client requests and inquiries. In addition, she spent some time working in Business Risk ensuring compliance with the Patriot Act, analyzing and reviewing all new client profiles to fulfill Know Your Client (KYC) and Anti-Money Laundering (AML) Business Risk requirements.

Tania received her Bachelor of Science in Management from Pepperdine University.

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Bloomfield Hills

40701 Woodward Ave
Bloomfield Hills, MI 48304

Chicago

227 W Monroe St
Chicago, IL 60606

Chicago

65 E Wacker Pl
Chicago, IL 60601

Cleveland

Terminal Tower
50 Public Square
Cleveland, OH 44113

Denver

4725 S Monaco St
Denver, CO 80237

Fort Worth

3526 W Vickery Blvd
Fort Worth, TX 76107

Los Angeles

11601 Wilshire Blvd
Los Angeles, CA 90025

Louisville

801 Main St
Suite 120
Louisville, CO 80027

New York

335 Madison Ave
New York, NY 10017

Orange County

3200 Bristol St
Costa Mesa, CA 92626