André is an Associate based in the San Francisco office. She manages client administrative and operational activities for private and institutional clients. Providing support in all client-related activities and account administration, André helps streamline the client experience.
Before joining Cerity Partners, André worked as a Client Associate at B|O|S where she assisted Wealth Managers and Principals by maintaining client accounts, preparing investment portfolio reviews, and processing client asset transfers. Prior to joining B|O|S, she served as a Client Service Specialist at Whelan Financial and served in a similar role at Private Ocean.
André earned her Bachelor of Arts in English and her Master of Arts in Reading from California State University, Fresno. She holds the Financial Paraplanner Qualified Professional (FPQP) designation.
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