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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.
What inspired you to pursue your career in financial management?
I was a recent Master’s graduate working at Papa John’s (having previously worked in the mall at Bath and Body Works with a Bachelor’s), and I was feeling down about having these degrees and still not getting jobs. I decided to go for a receptionist job at a family run financial advisory firm and was encouraged to learn all I could with them. Ultimately, this lead to where I am today!
What does the world need now more than anything?
Understanding and acceptance. We all need to take a step back and see that we aren’t that different from one another.
What differentiates Cerity Partners from other firms in our space?
Although we are nationwide, with multiple offices, we still have a personal boutique touch with our clients. It’s not lost on us that each person is unique and requires different ways of approaching their finances.
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